Roman Butler Fullerton & Co’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Sell |
2,573
-296
| -10% | -$93.6K | 0.24% | 108 |
|
|
2025
Q1 | $729K | Buy |
2,869
+1,485
| +107% | +$377K | 0.28% | 88 |
|
|
2024
Q4 | $550K | Sell |
1,384
-163
| -11% | -$64.7K | 0.17% | 126 |
|
|
2024
Q3 | $340K | Sell |
1,547
-86
| -5% | -$18.9K | 0.1% | 184 |
|
|
2024
Q2 | $430K | Sell |
1,633
-21
| -1% | -$5.53K | 0.14% | 151 |
|
|
2024
Q1 | $235K | Buy |
1,654
+257
| +18% | +$36.5K | 0.09% | 195 |
|
|
2023
Q4 | $256K | Buy |
1,397
+83
| +6% | +$15.2K | 0.1% | 179 |
|
|
2023
Q3 | $330K | Buy |
1,314
+48
| +4% | +$12.1K | 0.16% | 143 |
|
|
2023
Q2 | $369K | Sell |
1,266
-598
| -32% | -$174K | 0.17% | 139 |
|
|
2023
Q1 | $299K | Buy |
+1,864
| New | +$299K | 0.15% | 157 |
|
|
2022
Q4 | – | Sell |
-1,155
| Closed | -$250K | – | 201 |
|
|
2022
Q3 | $250K | Buy |
1,155
+3
| +0.3% | +$649 | 0.16% | 152 |
|
|
2022
Q2 | $277K | Buy |
1,152
+75
| +7% | +$18K | 0.15% | 154 |
|
|
2022
Q1 | $387K | Buy |
+1,077
| New | +$387K | 0.18% | 134 |
|
|
2021
Q4 | – | Sell |
-795
| Closed | -$231K | – | 188 |
|
|
2021
Q3 | $231K | Buy |
+795
| New | +$231K | 0.11% | 175 |
|
|
2021
Q2 | – | Sell |
-816
| Closed | -$201K | – | 201 |
|
|
2021
Q1 | $201K | Sell |
816
-342
| -30% | -$84.2K | 0.1% | 193 |
|
|
2020
Q4 | $272K | Buy |
+1,158
| New | +$272K | 0.16% | 140 |
|