SBIA
Sheaff Brock Investment Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.78M | Buy |
26,144
+938
| +4% | +$243K | 0.62% | 53 |
|
|
2024
Q4 | $10.2M | Buy |
25,206
+382
| +2% | +$154K | 0.89% | 22 |
|
|
2024
Q3 | $6.49M | Sell |
24,824
-329
| -1% | -$86.1K | 0.57% | 50 |
|
|
2024
Q2 | $4.98M | Sell |
25,153
-2,290
| -8% | -$453K | 0.46% | 54 |
|
|
2024
Q1 | $4.82M | Sell |
27,443
-928
| -3% | -$163K | 0.3% | 55 |
|
|
2023
Q4 | $7.05M | Sell |
28,371
-1,386
| -5% | -$344K | 0.55% | 42 |
|
|
2023
Q3 | $7.45M | Sell |
29,757
-2,623
| -8% | -$656K | 0.67% | 33 |
|
|
2023
Q2 | $8.48M | Sell |
32,380
-131
| -0.4% | -$34.3K | 0.71% | 27 |
|
|
2023
Q1 | $6.74M | Buy |
32,511
+13,505
| +71% | +$2.8M | 0.62% | 36 |
|
|
2022
Q4 | $2.34M | Sell |
19,006
-3,515
| -16% | -$433K | 0.23% | 76 |
|
|
2022
Q3 | $5.97M | Buy |
22,521
+15,064
| +202% | +$4M | 0.64% | 36 |
|
|
2022
Q2 | $5.02M | Buy |
7,457
+587
| +9% | +$395K | 0.42% | 50 |
|
|
2022
Q1 | $7.4M | Buy |
6,870
+74
| +1% | +$79.7K | 0.52% | 35 |
|
|
2021
Q4 | $7.18M | Sell |
6,796
-649
| -9% | -$686K | 0.48% | 36 |
|
|
2021
Q3 | $5.77M | Sell |
7,445
-88
| -1% | -$68.2K | 0.42% | 48 |
|
|
2021
Q2 | $5.12M | Sell |
7,533
-1,852
| -20% | -$1.26M | 0.37% | 53 |
|
|
2021
Q1 | $6.27M | Sell |
9,385
-1,682
| -15% | -$1.12M | 0.49% | 36 |
|
|
2020
Q4 | $7.81M | Sell |
11,067
-4,178
| -27% | -$2.95M | 0.65% | 21 |
|
|
2020
Q3 | $6.54M | Buy |
15,245
+13,405
| +729% | +$5.75M | 0.6% | 22 |
|
|
2020
Q2 | $1.99M | Buy |
1,840
+194
| +12% | +$209K | 0.2% | 76 |
|
|
2020
Q1 | $863K | Buy |
1,646
+914
| +125% | +$479K | 0.11% | 113 |
|
|
2019
Q4 | $306K | Buy |
+732
| New | +$306K | 0.03% | 326 |
|
|
2019
Q1 | – | Sell |
-931
| Closed | -$310K | – | 514 |
|
|
2018
Q4 | $310K | Sell |
931
-330
| -26% | -$110K | 0.05% | 316 |
|
|
2018
Q3 | $334K | Buy |
1,261
+230
| +22% | +$60.9K | 0.03% | 331 |
|
|
2018
Q2 | $354K | Buy |
1,031
+150
| +17% | +$51.5K | 0.03% | 312 |
|
|
2018
Q1 | $234K | Buy |
881
+110
| +14% | +$29.2K | 0.02% | 401 |
|
|
2017
Q4 | $240K | Sell |
771
-130
| -14% | -$40.5K | 0.03% | 409 |
|
|
2017
Q3 | $307K | Sell |
901
-96
| -10% | -$32.7K | 0.04% | 356 |
|
|
2017
Q2 | $361K | Buy |
997
+110
| +12% | +$39.8K | 0.05% | 346 |
|
|
2017
Q1 | $247K | Buy |
+887
| New | +$247K | 0.03% | 449 |
|
|
2016
Q2 | – | Sell |
-2,950
| Closed | -$678K | – | 638 |
|
|
2016
Q1 | $678K | Sell |
2,950
-5,550
| -65% | -$1.28M | 0.08% | 229 |
|
|
2015
Q4 | $2.04M | Buy |
+8,500
| New | +$2.04M | 0.23% | 107 |
|