Sigma Planning Corp’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.6M | Sell |
42,041
-6,446
| -13% | -$2.66M | 0.43% | 34 |
|
|
2025
Q4 | $21.8M | Buy |
48,487
+9,162
| +23% | +$4.06M | 0.6% | 24 |
|
|
2025
Q3 | $17.5M | Sell |
39,325
-13,558
| -26% | -$4.7M | 0.5% | 26 |
|
|
2025
Q2 | $16.8M | Buy |
52,883
+6,318
| +14% | +$1.9M | 0.51% | 29 |
|
|
2025
Q1 | $12.1M | Buy |
46,565
+2,211
| +5% | +$737K | 0.38% | 44 |
|
|
2024
Q4 | $17.9M | Buy |
44,354
+3,622
| +9% | +$1.17M | 0.56% | 25 |
|
|
2024
Q3 | $10.7M | Sell |
40,732
-3,485
| -8% | -$795K | 0.33% | 55 |
|
|
2024
Q2 | $8.75M | Sell |
44,217
-1,402
| -3% | -$245K | 0.28% | 65 |
|
|
2024
Q1 | $8.02M | Buy |
45,619
+17,949
| +65% | +$3.51M | 0.25% | 73 |
|
|
2023
Q4 | $6.88M | Sell |
27,670
-34,306
| -55% | -$8.15M | 0.54% | 29 |
|
|
2023
Q3 | $15.5M | Sell |
61,976
-14,243
| -19% | -$3.66M | 0.58% | 26 |
|
|
2023
Q2 | $20M | Buy |
76,219
+7,154
| +10% | +$1.43M | 0.72% | 19 |
|
|
2023
Q1 | $14.3M | Buy |
69,065
+9,773
| +16% | +$1.7M | 0.48% | 32 |
|
|
2022
Q4 | $7.3M | Sell |
59,292
-2,151
| -4% | -$407K | 0.26% | 83 |
|
|
2022
Q3 | $16.3M | Buy |
61,443
+1,149
| +2% | +$321K | 0.62% | 22 |
|
|
2022
Q2 | $13.5M | Buy |
60,294
+7,119
| +13% | +$1.94M | 0.47% | 36 |
|
|
2022
Q1 | $19.1M | Buy |
53,175
+1,044
| +2% | +$325K | 0.57% | 28 |
|
|
2021
Q4 | $18.4M | Sell |
52,131
-3,633
| -7% | -$1.22M | 0.51% | 33 |
|
|
2021
Q3 | $14.4M | Sell |
55,764
-927
| -2% | -$218K | 0.43% | 41 |
|
|
2021
Q2 | $12.8M | Buy |
56,691
+444
| +0.8% | +$96.4K | 0.38% | 46 |
|
|
2021
Q1 | $12.5M | Sell |
56,247
-8,544
| -13% | -$2.15M | 0.4% | 44 |
|
|
2020
Q4 | $15.2M | Sell |
64,791
-1,677
| -3% | -$286K | 0.52% | 30 |
|
|
2020
Q3 | $9.51M | Sell |
66,468
-33,882
| -34% | -$4M | 0.38% | 50 |
|
|
2020
Q2 | $7.22M | Buy |
100,350
+48,465
| +93% | +$2.62M | 0.32% | 56 |
|
|
2020
Q1 | $1.81M | Sell |
51,885
-5,940
| -10% | -$246K | 0.11% | 192 |
|
|
2019
Q4 | $1.61M | Sell |
57,825
-60
| -0.1% | -$1.3K | 0.07% | 295 |
|
|
2019
Q3 | $930K | Sell |
57,885
-2,415
| -4% | -$37.8K | 0.04% | 382 |
|
|
2019
Q2 | $898K | Sell |
60,300
-660
| -1% | -$10.3K | 0.05% | 364 |
|
|
2019
Q1 | $1.14M | Sell |
60,960
-3,015
| -5% | -$60.5K | 0.06% | 287 |
|
|
2018
Q4 | $1.42M | Buy |
63,975
+2,775
| +5% | +$59.7K | 0.1% | 206 |
|
|
2018
Q3 | $1.08M | Buy |
61,200
+90
| +0.1% | +$1.87K | 0.06% | 287 |
|
|
2018
Q2 | $1.4M | Sell |
61,110
-8,940
| -13% | -$182K | 0.09% | 221 |
|
|
2018
Q1 | $1.24M | Sell |
70,050
-1,440
| -2% | -$31.7K | 0.09% | 230 |
|
|
2017
Q4 | $1.48M | Buy |
71,490
+2,310
| +3% | +$50.2K | 0.11% | 202 |
|
|
2017
Q3 | $1.57M | Sell |
69,180
-9,165
| -12% | -$211K | 0.13% | 178 |
|
|
2017
Q2 | $1.89M | Buy |
78,345
+40,590
| +108% | +$893K | 0.18% | 147 |
|
|
2017
Q1 | $700K | Buy |
37,755
+14,730
| +64% | +$249K | 0.07% | 303 |
|
|
2016
Q4 | $328K | Buy |
+23,025
| New | +$303K | 0.04% | 500 |
|
|
2016
Q2 | – | Sell |
-25,830
| Closed | -$396K | – | 767 |
|
|
2016
Q1 | $396K | Sell |
25,830
-5,145
| -17% | -$67.7K | 0.05% | 366 |
|
|
2015
Q4 | $496K | Buy |
30,975
+570
| +2% | +$8.53K | 0.07% | 314 |
|
|
2015
Q3 | $504K | Sell |
30,405
-21,810
| -42% | -$371K | 0.08% | 293 |
|
|
2015
Q2 | $934K | Buy |
52,215
+21,225
| +68% | +$336K | 0.13% | 193 |
|
|
2015
Q1 | $390K | Buy |
30,990
+11,790
| +61% | +$159K | 0.05% | 426 |
|
|
2014
Q4 | $285K | Buy |
+19,200
| New | +$300K | 0.04% | 521 |
|
Other funds holding TSLA
VCM
VPM
Sigma Planning Corp's TSLA Position: Q1 2026 in Review
Sigma Planning Corp reduced its Tesla (TSLA) stake by 13% in Q1 2026, selling an estimated $2.66M and leaving 42,041 shares worth $15.6M. The position accounts for 0.43% of the portfolio, ranked #34.
Sigma Planning Corp first reported a position in TSLA in Q4 2014 and has held it in 44 quarters since. The position peaked at $21.8M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.
- Sigma Planning Corp held 42,041 shares of Tesla worth $15.6M as of Q1 2026.
- Sigma Planning Corp sold 6,446 Tesla shares in Q1 2026, an estimated $2.66M.
- Tesla made up 0.43% of Sigma Planning Corp's portfolio in Q1 2026, its #34 holding.
- Sigma Planning Corp first reported a position in Tesla in Q4 2014 and has held it in 44 quarters since.
- Sigma Planning Corp's Tesla position peaked at $21.8M in Q4 2025.
- 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.