Running Point 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 | $468K | Buy |
1,472
+232
| +19% | +$73.7K | 0.13% | 85 |
|
2025
Q1 | $321K | Buy |
+1,240
| New | +$321K | 0.1% | 96 |
|
2024
Q1 | – | Sell |
-1,316
| Closed | -$327K | – | 165 |
|
2023
Q4 | $327K | Buy |
1,316
+468
| +55% | +$116K | 0.16% | 75 |
|
2023
Q3 | $212K | Buy |
848
+31
| +4% | +$7.76K | 0.12% | 90 |
|
2023
Q2 | $214K | Buy |
+817
| New | +$214K | 0.12% | 93 |
|
2022
Q4 | – | Sell |
-882
| Closed | -$234K | – | 230 |
|
2022
Q3 | $234K | Buy |
+882
| New | +$234K | 0.16% | 81 |
|
2022
Q2 | – | Sell |
-720
| Closed | -$259K | – | 234 |
|
2022
Q1 | $259K | Sell |
720
-789
| -52% | -$284K | 0.15% | 81 |
|
2021
Q4 | $532K | Sell |
1,509
-780
| -34% | -$275K | 0.32% | 43 |
|
2021
Q3 | $592K | Buy |
2,289
+168
| +8% | +$43.5K | 0.26% | 58 |
|
2021
Q2 | $481K | Buy |
2,121
+1,038
| +96% | +$235K | 0.22% | 61 |
|
2021
Q1 | $241K | Buy |
1,083
+3
| +0.3% | +$668 | 0.13% | 79 |
|
2020
Q4 | $254K | Buy |
+1,080
| New | +$254K | 0.15% | 65 |
|