Ritter Daniher Financial Advisory’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Buy |
2,940
+307
| +12% | +$97.5K | 0.23% | 39 |
|
|
2025
Q1 | $682K | Sell |
2,633
-153
| -5% | -$39.7K | 0.19% | 42 |
|
|
2024
Q4 | $1.13M | Sell |
2,786
-145
| -5% | -$58.6K | 0.32% | 30 |
|
|
2024
Q3 | $767K | Sell |
2,931
-45
| -2% | -$11.8K | 0.22% | 38 |
|
|
2024
Q2 | $589K | Buy |
2,976
+909
| +44% | +$180K | 0.19% | 43 |
|
|
2024
Q1 | $363K | Sell |
2,067
-515
| -20% | -$90.5K | 0.12% | 58 |
|
|
2023
Q4 | $642K | Sell |
2,582
-420
| -14% | -$104K | 0.24% | 39 |
|
|
2023
Q3 | $751K | Buy |
3,002
+45
| +2% | +$11.3K | 0.32% | 29 |
|
|
2023
Q2 | $774K | Buy |
2,957
+40
| +1% | +$10.5K | 0.32% | 28 |
|
|
2023
Q1 | $605K | Buy |
2,917
+150
| +5% | +$31.1K | 0.27% | 37 |
|
|
2022
Q4 | $341K | Buy |
2,767
+397
| +17% | +$48.9K | 0.16% | 53 |
|
|
2022
Q3 | $629K | Hold |
2,370
| – | – | 0.45% | 30 |
|
|
2022
Q2 | $532K | Hold |
2,370
| – | – | 0.38% | 32 |
|
|
2022
Q1 | $851K | Buy |
2,370
+345
| +17% | +$124K | 0.59% | 21 |
|
|
2021
Q4 | $713K | Buy |
2,025
+435
| +27% | +$153K | 0.48% | 24 |
|
|
2021
Q3 | $411K | Buy |
1,590
+15
| +1% | +$3.88K | 0.3% | 32 |
|
|
2021
Q2 | $357K | Buy |
1,575
+60
| +4% | +$13.6K | 0.27% | 37 |
|
|
2021
Q1 | $337K | Sell |
1,515
-150
| -9% | -$33.4K | 0.27% | 37 |
|
|
2020
Q4 | $392K | Buy |
+1,665
| New | +$392K | 0.34% | 31 |
|