Segall Bryant & Hamill’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,737
| Closed | -$978K | – | 685 |
|
|
2023
Q2 | $978K | Sell |
3,737
-245
| -6% | -$64.1K | 0.01% | 484 |
|
|
2023
Q1 | $826K | Sell |
3,982
-237
| -6% | -$49.2K | 0.01% | 513 |
|
|
2022
Q4 | $519K | Sell |
4,219
-125
| -3% | -$15.4K | 0.01% | 563 |
|
|
2022
Q3 | $1.15M | Sell |
4,344
-345
| -7% | -$91.7K | 0.01% | 480 |
|
|
2022
Q2 | $1.05M | Sell |
4,689
-21
| -0.4% | -$4.72K | 0.01% | 487 |
|
|
2022
Q1 | $1.69M | Buy |
4,710
+390
| +9% | +$140K | 0.02% | 465 |
|
|
2021
Q4 | $1.52M | Buy |
4,320
+399
| +10% | +$141K | 0.01% | 428 |
|
|
2021
Q3 | $1.01M | Buy |
3,921
+12
| +0.3% | +$3.1K | 0.01% | 530 |
|
|
2021
Q2 | $886K | Sell |
3,909
-59,007
| -94% | -$13.4M | 0.01% | 535 |
|
|
2021
Q1 | $14M | Buy |
62,916
+58,815
| +1,434% | +$13.1M | 0.14% | 174 |
|
|
2020
Q4 | $966K | Buy |
4,101
+573
| +16% | +$135K | 0.01% | 482 |
|
|
2020
Q3 | $502K | Sell |
3,528
-12,312
| -78% | -$1.75M | 0.01% | 545 |
|
|
2020
Q2 | $1.14M | Buy |
15,840
+45
| +0.3% | +$3.24K | 0.02% | 412 |
|
|
2020
Q1 | $552K | Buy |
15,795
+1,500
| +10% | +$52.4K | 0.01% | 571 |
|
|
2019
Q4 | $398K | Sell |
14,295
-4,455
| -24% | -$124K | 0.01% | 689 |
|
|
2019
Q3 | $300K | Hold |
18,750
| – | – | ﹤0.01% | 734 |
|
|
2019
Q2 | $279K | Sell |
18,750
-1,500
| -7% | -$22.3K | ﹤0.01% | 746 |
|
|
2019
Q1 | $378K | Buy |
20,250
+6,000
| +42% | +$112K | 0.01% | 696 |
|
|
2018
Q4 | $316K | Buy |
+14,250
| New | +$316K | 0.01% | 725 |
|
|
2018
Q3 | – | Sell |
-12,000
| Closed | -$274K | – | 877 |
|
|
2018
Q2 | $274K | Buy |
+12,000
| New | +$274K | ﹤0.01% | 772 |
|