Sage 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 | $371K | Buy |
1,169
+143
| +14% | +$45.4K | 0.09% | 109 |
|
2025
Q1 | $266K | Buy |
1,026
+155
| +18% | +$40.2K | 0.07% | 124 |
|
2024
Q4 | $352K | Buy |
871
+45
| +5% | +$18.2K | 0.09% | 113 |
|
2024
Q3 | $216K | Buy |
+826
| New | +$216K | 0.06% | 133 |
|
2024
Q2 | – | Sell |
-1,518
| Closed | -$267K | – | 141 |
|
2024
Q1 | $267K | Buy |
1,518
+112
| +8% | +$19.7K | 0.08% | 121 |
|
2023
Q4 | $349K | Buy |
1,406
+177
| +14% | +$44K | 0.11% | 100 |
|
2023
Q3 | $308K | Buy |
1,229
+60
| +5% | +$15K | 0.11% | 104 |
|
2023
Q2 | $306K | Sell |
1,169
-7
| -0.6% | -$1.83K | 0.11% | 101 |
|
2023
Q1 | $244K | Buy |
+1,176
| New | +$244K | 0.09% | 117 |
|
2022
Q4 | – | Sell |
-915
| Closed | -$243K | – | 132 |
|
2022
Q3 | $243K | Hold |
915
| – | – | 0.12% | 106 |
|
2022
Q2 | $205K | Hold |
915
| – | – | 0.1% | 99 |
|
2022
Q1 | $313K | Hold |
915
| – | – | 0.13% | 84 |
|
2021
Q4 | $304K | Hold |
915
| – | – | 0.12% | 85 |
|
2021
Q3 | $237K | Hold |
915
| – | – | 0.1% | 100 |
|
2021
Q2 | $200K | Hold |
915
| – | – | 0.08% | 104 |
|
2021
Q1 | $204K | Sell |
915
-267
| -23% | -$59.5K | 0.09% | 99 |
|
2020
Q4 | $335K | Sell |
1,182
-330
| -22% | -$93.5K | 0.17% | 82 |
|
2020
Q3 | $216K | Buy |
+1,512
| New | +$216K | 0.13% | 91 |
|