Sargent Investment Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.39M Buy
2025
Q1
$3.1M Buy
2024
Q4
$2.77M Buy
2024
Q3
$1.65M Buy
2024
Q2
$1.11M Buy
2024
Q1
$535K Sell
2023
Q4
$768K Buy
2023
Q3
$762K Buy
2023
Q2
$652K Buy
2023
Q1
$468K Buy
2022
Q4
$283K Sell
2022
Q3
$586K Sell
2022
Q2
$666K Hold
2022
Q1
$1.07M Sell
2021
Q4
$1.08M Sell
2021
Q3
$845K Sell
2021
Q2
$759K Sell
2021
Q1
$755K Sell
2020
Q4
$819K Sell
2020
Q3
$516K Sell
2020
Q2
$287K Buy