Sargent Investment Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
13,713
+1,754
| +15% | +$561K | 0.59% | 35 |
|
|
2025
Q1 | $3.1M | Buy |
11,959
+5,100
| +74% | +$1.32M | 0.5% | 43 |
|
|
2024
Q4 | $2.77M | Buy |
6,859
+547
| +9% | +$221K | 0.45% | 47 |
|
|
2024
Q3 | $1.65M | Buy |
6,312
+701
| +12% | +$183K | 0.3% | 66 |
|
|
2024
Q2 | $1.11M | Buy |
5,611
+2,567
| +84% | +$508K | 0.23% | 79 |
|
|
2024
Q1 | $535K | Sell |
3,044
-46
| -1% | -$8.09K | 0.12% | 112 |
|
|
2023
Q4 | $768K | Buy |
3,090
+46
| +2% | +$11.4K | 0.17% | 106 |
|
|
2023
Q3 | $762K | Buy |
3,044
+555
| +22% | +$139K | 0.18% | 96 |
|
|
2023
Q2 | $652K | Buy |
2,489
+85
| +4% | +$22.3K | 0.16% | 104 |
|
|
2023
Q1 | $468K | Buy |
2,404
+104
| +5% | +$20.3K | 0.12% | 120 |
|
|
2022
Q4 | $283K | Sell |
2,300
-160
| -7% | -$19.7K | 0.09% | 144 |
|
|
2022
Q3 | $586K | Sell |
2,460
-507
| -17% | -$121K | 0.18% | 96 |
|
|
2022
Q2 | $666K | Hold |
2,967
| – | – | 0.21% | 92 |
|
|
2022
Q1 | $1.07M | Sell |
2,967
-105
| -3% | -$37.7K | 0.27% | 65 |
|
|
2021
Q4 | $1.08M | Sell |
3,072
-198
| -6% | -$69.7K | 0.25% | 67 |
|
|
2021
Q3 | $845K | Sell |
3,270
-78
| -2% | -$20.2K | 0.21% | 80 |
|
|
2021
Q2 | $759K | Sell |
3,348
-42
| -1% | -$9.52K | 0.18% | 90 |
|
|
2021
Q1 | $755K | Sell |
3,390
-90
| -3% | -$20K | 0.2% | 88 |
|
|
2020
Q4 | $819K | Sell |
3,480
-129
| -4% | -$30.4K | 0.26% | 71 |
|
|
2020
Q3 | $516K | Sell |
3,609
-231
| -6% | -$33K | 0.19% | 96 |
|
|
2020
Q2 | $287K | Buy |
+3,840
| New | +$287K | 0.11% | 117 |
|