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