Resonant Capital Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.72M Buy
8,554
+2,822
+49% +$896K 0.17% 100
2025
Q1
$1.49M Sell
5,732
-149
-3% -$38.6K 0.1% 125
2024
Q4
$2.37M Buy
5,881
+320
+6% +$129K 0.17% 98
2024
Q3
$1.45M Buy
5,561
+1,643
+42% +$430K 0.11% 129
2024
Q2
$775K Sell
3,918
-1,084
-22% -$215K 0.06% 166
2024
Q1
$879K Buy
5,002
+2,398
+92% +$422K 0.08% 160
2023
Q4
$647K Sell
2,604
-211
-7% -$52.4K 0.06% 167
2023
Q3
$704K Buy
2,815
+598
+27% +$150K 0.08% 147
2023
Q2
$580K Buy
2,217
+107
+5% +$28K 0.06% 160
2023
Q1
$438K Buy
+2,110
New +$438K 0.05% 174
2022
Q4
Sell
-1,968
Closed -$522K 267
2022
Q3
$522K Buy
1,968
+444
+29% +$118K 0.08% 146
2022
Q2
$342K Buy
1,524
+267
+21% +$59.9K 0.05% 183
2022
Q1
$454K Buy
1,257
+141
+13% +$50.9K 0.07% 145
2021
Q4
$393K Buy
+1,116
New +$393K 0.06% 151