SWM
SeaCrest Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Sell |
17,609
-1,302
| -7% | -$414K | 0.61% | 23 |
|
|
2025
Q1 | $4.9M | Sell |
18,911
-2,540
| -12% | -$658K | 0.55% | 24 |
|
|
2024
Q4 | $8.66M | Buy |
21,451
+3,093
| +17% | +$1.25M | 0.91% | 17 |
|
|
2024
Q3 | $4.8M | Sell |
18,358
-1,733
| -9% | -$453K | 0.52% | 27 |
|
|
2024
Q2 | $3.98M | Buy |
20,091
+4,150
| +26% | +$821K | 0.45% | 31 |
|
|
2024
Q1 | $2.8M | Buy |
15,941
+662
| +4% | +$116K | 0.34% | 48 |
|
|
2023
Q4 | $3.63M | Sell |
15,279
-3,926
| -20% | -$932K | 0.45% | 40 |
|
|
2023
Q3 | $4.81M | Sell |
19,205
-441
| -2% | -$110K | 0.62% | 23 |
|
|
2023
Q2 | $5.14M | Buy |
19,646
+3,093
| +19% | +$810K | 0.65% | 21 |
|
|
2023
Q1 | $3.43M | Buy |
16,553
+2,160
| +15% | +$448K | 0.47% | 37 |
|
|
2022
Q4 | $1.77M | Sell |
14,393
-221
| -2% | -$27.2K | 0.25% | 80 |
|
|
2022
Q3 | $3.88M | Buy |
14,614
+9,670
| +196% | +$2.56M | 0.59% | 30 |
|
|
2022
Q2 | $3.33M | Buy |
4,944
+683
| +16% | +$460K | 0.42% | 38 |
|
|
2022
Q1 | $4.59M | Buy |
4,261
+639
| +18% | +$689K | 0.53% | 31 |
|
|
2021
Q4 | $3.83M | Buy |
3,622
+251
| +7% | +$265K | 0.42% | 44 |
|
|
2021
Q3 | $2.61M | Buy |
3,371
+298
| +10% | +$231K | 0.32% | 64 |
|
|
2021
Q2 | $2.09M | Buy |
3,073
+53
| +2% | +$36K | 0.25% | 81 |
|
|
2021
Q1 | $2.02M | Sell |
3,020
-859
| -22% | -$574K | 0.27% | 78 |
|
|
2020
Q4 | $2.74M | Buy |
3,879
+508
| +15% | +$358K | 0.38% | 53 |
|
|
2020
Q3 | $1.45M | Buy |
3,371
+2,254
| +202% | +$967K | 0.23% | 94 |
|
|
2020
Q2 | $1.21M | Sell |
1,117
-18
| -2% | -$19.4K | 0.21% | 104 |
|
|
2020
Q1 | $595K | Buy |
1,135
+448
| +65% | +$235K | 0.13% | 181 |
|
|
2019
Q4 | $287K | Buy |
+687
| New | +$287K | 0.05% | 413 |
|
|
2019
Q2 | – | Sell |
-410
| Closed | -$115K | – | 1738 |
|
|
2019
Q1 | $115K | Sell |
410
-7
| -2% | -$1.96K | 0.02% | 648 |
|
|
2018
Q4 | $139K | Sell |
417
-131
| -24% | -$43.7K | 0.03% | 543 |
|
|
2018
Q3 | $145K | Buy |
548
+158
| +41% | +$41.8K | 0.02% | 621 |
|
|
2018
Q2 | $134K | Sell |
390
-302
| -44% | -$104K | 0.02% | 628 |
|
|
2018
Q1 | $184K | Sell |
692
-191
| -22% | -$50.8K | 0.03% | 509 |
|
|
2017
Q4 | $275K | Buy |
+883
| New | +$275K | 0.05% | 395 |
|