SMC
Smith, Moore & Co’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
8,842
-3,899
| -31% | -$1.24M | 0.24% | 90 |
|
|
2025
Q1 | $3.3M | Buy |
12,741
+857
| +7% | +$222K | 0.31% | 76 |
|
|
2024
Q4 | $4.8M | Sell |
11,884
-1,168
| -9% | -$472K | 0.44% | 48 |
|
|
2024
Q3 | $3.41M | Buy |
13,052
+104
| +0.8% | +$27.2K | 0.33% | 63 |
|
|
2024
Q2 | $2.56M | Sell |
12,948
-108
| -0.8% | -$21.4K | 0.26% | 79 |
|
|
2024
Q1 | $2.3M | Sell |
13,056
-236
| -2% | -$41.5K | 0.24% | 84 |
|
|
2023
Q4 | $3.3M | Sell |
13,292
-12
| -0.1% | -$2.98K | 0.39% | 49 |
|
|
2023
Q3 | $3.33M | Sell |
13,304
-28
| -0.2% | -$7.01K | 0.44% | 47 |
|
|
2023
Q2 | $3.49M | Buy |
13,332
+915
| +7% | +$240K | 0.44% | 43 |
|
|
2023
Q1 | $2.58M | Buy |
12,417
+1,182
| +11% | +$245K | 0.35% | 58 |
|
|
2022
Q4 | $1.38M | Sell |
11,235
-705
| -6% | -$86.8K | 0.19% | 98 |
|
|
2022
Q3 | $3.17M | Buy |
11,940
+8,078
| +209% | +$2.14M | 0.48% | 37 |
|
|
2022
Q2 | $2.6M | Sell |
3,862
-92
| -2% | -$62K | 0.4% | 49 |
|
|
2022
Q1 | $4.26M | Sell |
3,954
-166
| -4% | -$179K | 0.58% | 33 |
|
|
2021
Q4 | $4.35M | Buy |
4,120
+55
| +1% | +$58.1K | 0.6% | 30 |
|
|
2021
Q3 | $3.15M | Sell |
4,065
-571
| -12% | -$443K | 0.48% | 38 |
|
|
2021
Q2 | $3.15M | Hold |
4,636
| – | – | 0.47% | 39 |
|
|
2021
Q1 | $3.1M | Buy |
4,636
+66
| +1% | +$44.1K | 0.5% | 37 |
|
|
2020
Q4 | $3.23M | Sell |
4,570
-654
| -13% | -$462K | 0.6% | 36 |
|
|
2020
Q3 | $2.24M | Buy |
5,224
+4,296
| +463% | +$1.84M | 0.47% | 47 |
|
|
2020
Q2 | $1M | Buy |
928
+37
| +4% | +$40K | 0.22% | 83 |
|
|
2020
Q1 | $467K | Buy |
891
+225
| +34% | +$118K | 0.12% | 159 |
|
|
2019
Q4 | $279K | Buy |
+666
| New | +$279K | 0.06% | 266 |
|
|
2019
Q1 | – | Sell |
-741
| Closed | -$247K | – | 343 |
|
|
2018
Q4 | $247K | Buy |
+741
| New | +$247K | 0.07% | 266 |
|
|
2018
Q3 | – | Sell |
-812
| Closed | -$278K | – | 360 |
|
|
2018
Q2 | $278K | Hold |
812
| – | – | 0.07% | 258 |
|
|
2018
Q1 | $216K | Buy |
812
+15
| +2% | +$3.99K | 0.06% | 286 |
|
|
2017
Q4 | $248K | Sell |
797
-175
| -18% | -$54.5K | 0.07% | 253 |
|
|
2017
Q3 | $332K | Buy |
972
+350
| +56% | +$120K | 0.09% | 207 |
|
|
2017
Q2 | $225K | Buy |
+622
| New | +$225K | 0.08% | 216 |
|