Sequoia Financial Advisors’s Tesla TSLA Stock Holding History

Sequoia Financial Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$31.9M	Buy	100,570 +11,899	+13%	+$3.78M	0.22%	92
2025 Q1	$23M	Buy	88,671 +5,739	+7%	+$1.49M	0.18%	112
2024 Q4	$33.5M	Buy	82,932 +5,396	+7%	+$2.18M	0.32%	71
2024 Q3	$20.3M	Buy	77,536 +3,363	+5%	+$880K	0.22%	95
2024 Q2	$14.7M	Buy	74,173 +6,053	+9%	+$1.2M	0.18%	112
2024 Q1	$12M	Sell	68,120 -24,515	-26%	-$4.31M	0.15%	126
2023 Q4	$23M	Buy	92,635 +28,768	+45%	+$7.15M	0.29%	72
2023 Q3	$16M	Buy	63,867 +2,638	+4%	+$660K	0.28%	71
2023 Q2	$16M	Buy	61,229 +4,074	+7%	+$1.07M	0.28%	71
2023 Q1	$11.9M	Buy	57,155 +7,686	+16%	+$1.59M	0.26%	74
2022 Q4	$6.09M	Buy	49,469 +12,601	+34%	+$1.55M	0.15%	126
2022 Q3	$9.78M	Sell	36,868 -764	-2%	-$203K	0.31%	60
2022 Q2	$8.45M	Buy	37,632 +3,357	+10%	+$754K	0.24%	79
2022 Q1	$12.3M	Buy	34,275 +3,360	+11%	+$1.21M	0.31%	65
2021 Q4	$10.9M	Buy	30,915 +23,244	+303%	+$8.19M	0.3%	68
2021 Q3	$1.98M	Sell	7,671 -16,056	-68%	-$4.15M	0.2%	76
2021 Q2	$5.38M	Sell	23,727 -846	-3%	-$192K	0.2%	91
2021 Q1	$5.47M	Sell	24,573 -1,230	-5%	-$274K	0.23%	67
2020 Q4	$6.07M	Sell	25,803 -3,438	-12%	-$809K	0.28%	54
2020 Q3	$4.18M	Buy	29,241 +11,166	+62%	+$1.6M	0.22%	59
2020 Q2	$1.3M	Buy	18,075 +930	+5%	+$66.9K	0.08%	127
2020 Q1	$599K	Buy	17,145 +2,625	+18%	+$91.7K	0.04%	173
2019 Q4	$405K	Sell	14,520 -795	-5%	-$22.2K	0.03%	249
2019 Q3	$246K	Hold	15,315	–	–	0.02%	309
2019 Q2	$228K	Buy	15,315 +1,005	+7%	+$15K	0.02%	328
2019 Q1	$267K	Buy	14,310 +675	+5%	+$12.6K	0.02%	292
2018 Q4	$303K	Buy	13,635 +285	+2%	+$6.33K	0.04%	206
2018 Q3	$236K	Sell	13,350 -1,485	-10%	-$26.3K	0.02%	272
2018 Q2	$339K	Buy	14,835 +135	+0.9%	+$3.09K	0.04%	204
2018 Q1	$261K	Sell	14,700 -885	-6%	-$15.7K	0.03%	239
2017 Q4	$323K	Sell	15,585 -45	-0.3%	-$933	0.03%	216
2017 Q3	$355K	Buy	15,630 +510	+3%	+$11.6K	0.04%	189
2017 Q2	$365K	Buy	+15,120	New	+$365K	0.05%	179