Sheaff Brock Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.78M | Buy |
26,144
+938
| +4% | +$313K | 0.62% | 53 |
|
|
2024
Q4 | $10.2M | Buy |
25,206
+382
| +2% | +$123K | 0.89% | 22 |
|
|
2024
Q3 | $6.49M | Sell |
24,824
-329
| -1% | -$75K | 0.57% | 50 |
|
|
2024
Q2 | $4.98M | Sell |
25,153
-2,290
| -8% | -$400K | 0.46% | 54 |
|
|
2024
Q1 | $4.82M | Sell |
27,443
-928
| -3% | -$181K | 0.3% | 56 |
|
|
2023
Q4 | $7.05M | Sell |
28,371
-1,386
| -5% | -$329K | 0.55% | 43 |
|
|
2023
Q3 | $7.45M | Sell |
29,757
-2,623
| -8% | -$674K | 0.67% | 34 |
|
|
2023
Q2 | $8.48M | Sell |
32,380
-131
| -0.4% | -$26.2K | 0.71% | 28 |
|
|
2023
Q1 | $6.74M | Buy |
32,511
+13,505
| +71% | +$2.36M | 0.62% | 37 |
|
|
2022
Q4 | $2.34M | Sell |
19,006
-3,515
| -16% | -$666K | 0.23% | 77 |
|
|
2022
Q3 | $5.97M | Buy |
22,521
+150
| +0.7% | +$41.9K | 0.64% | 37 |
|
|
2022
Q2 | $5.02M | Buy |
22,371
+1,761
| +9% | +$481K | 0.42% | 51 |
|
|
2022
Q1 | $7.4M | Buy |
20,610
+222
| +1% | +$69.1K | 0.52% | 37 |
|
|
2021
Q4 | $7.18M | Sell |
20,388
-1,947
| -9% | -$653K | 0.48% | 37 |
|
|
2021
Q3 | $5.77M | Sell |
22,335
-264
| -1% | -$62.1K | 0.42% | 49 |
|
|
2021
Q2 | $5.12M | Sell |
22,599
-5,556
| -20% | -$1.21M | 0.37% | 54 |
|
|
2021
Q1 | $6.27M | Sell |
28,155
-5,046
| -15% | -$1.27M | 0.49% | 37 |
|
|
2020
Q4 | $7.81M | Sell |
33,201
-12,534
| -27% | -$2.14M | 0.65% | 22 |
|
|
2020
Q3 | $6.54M | Buy |
45,735
+18,135
| +66% | +$2.14M | 0.6% | 23 |
|
|
2020
Q2 | $1.99M | Buy |
27,600
+2,910
| +12% | +$157K | 0.2% | 77 |
|
|
2020
Q1 | $863K | Buy |
24,690
+13,710
| +125% | +$568K | 0.11% | 114 |
|
|
2019
Q4 | $306K | Buy |
+10,980
| New | +$238K | 0.03% | 332 |
|
|
2019
Q1 | – | Sell |
-13,965
| Closed | -$310K | – | 523 |
|
|
2018
Q4 | $310K | Sell |
13,965
-4,950
| -26% | -$106K | 0.05% | 317 |
|
|
2018
Q3 | $334K | Buy |
18,915
+3,450
| +22% | +$71.9K | 0.03% | 338 |
|
|
2018
Q2 | $354K | Buy |
15,465
+2,250
| +17% | +$45.7K | 0.03% | 326 |
|
|
2018
Q1 | $234K | Buy |
13,215
+1,650
| +14% | +$36.3K | 0.02% | 422 |
|
|
2017
Q4 | $240K | Sell |
11,565
-1,950
| -14% | -$42.4K | 0.03% | 409 |
|
|
2017
Q3 | $307K | Sell |
13,515
-1,440
| -10% | -$33.2K | 0.04% | 356 |
|
|
2017
Q2 | $361K | Buy |
14,955
+1,650
| +12% | +$36.3K | 0.05% | 346 |
|
|
2017
Q1 | $247K | Buy |
+13,305
| New | +$225K | 0.03% | 449 |
|
|
2016
Q2 | – | Sell |
-44,250
| Closed | -$678K | – | 638 |
|
|
2016
Q1 | $678K | Sell |
44,250
-83,250
| -65% | -$1.1M | 0.08% | 229 |
|
|
2015
Q4 | $2.04M | Buy |
+127,500
| New | +$1.91M | 0.23% | 107 |
|
Other funds holding TSLA
Sheaff Brock Investment Advisors's TSLA Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its Tesla (TSLA) stake by 3.7% in Q1 2025, buying an estimated $313K and bringing the position to 26,144 shares worth $6.78M. The position accounts for 0.62% of the portfolio, ranked #53.
Sheaff Brock Investment Advisors first reported a position in TSLA in Q4 2015 and has held it in 32 quarters since. The position peaked at $10.2M in Q4 2024. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.
- Sheaff Brock Investment Advisors held 26,144 shares of Tesla worth $6.78M as of Q1 2025.
- Sheaff Brock Investment Advisors bought 938 Tesla shares in Q1 2025, an estimated $313K.
- Tesla made up 0.62% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #53 holding.
- Sheaff Brock Investment Advisors first reported a position in Tesla in Q4 2015 and has held it in 32 quarters since.
- Sheaff Brock Investment Advisors's Tesla position peaked at $10.2M in Q4 2024.
- 3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.