SWA
SOA Wealth Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
7,709
-2,886
| -27% | -$181K | 0.09% | 122 |
|
|
2025
Q1 | $548K | Buy |
10,595
+8,427
| +389% | +$436K | 0.11% | 103 |
|
|
2024
Q4 | $876K | Sell |
2,168
-191
| -8% | -$77.1K | 0.16% | 82 |
|
|
2024
Q3 | $617K | Sell |
2,359
-1,087
| -32% | -$284K | 0.12% | 99 |
|
|
2024
Q2 | $682K | Sell |
3,446
-1,637
| -32% | -$324K | 0.14% | 91 |
|
|
2024
Q1 | $894K | Sell |
5,083
-100
| -2% | -$17.6K | 0.19% | 72 |
|
|
2023
Q4 | $1.29M | Buy |
5,183
+326
| +7% | +$81K | 0.29% | 61 |
|
|
2023
Q3 | $1.22M | Sell |
4,857
-505
| -9% | -$126K | 0.3% | 58 |
|
|
2023
Q2 | $1.4M | Buy |
5,362
+100
| +2% | +$26.2K | 0.33% | 56 |
|
|
2023
Q1 | $1.09M | Buy |
5,262
+217
| +4% | +$45K | 0.27% | 61 |
|
|
2022
Q4 | $621K | Sell |
5,045
-790
| -14% | -$97.3K | 0.17% | 75 |
|
|
2022
Q3 | $1.55M | Buy |
5,835
+3,886
| +199% | +$1.03M | 0.47% | 48 |
|
|
2022
Q2 | $1.31M | Buy |
1,949
+20
| +1% | +$13.5K | 0.39% | 54 |
|
|
2022
Q1 | $2.08M | Sell |
1,929
-137
| -7% | -$148K | 0.51% | 50 |
|
|
2021
Q4 | $2.21M | Sell |
2,066
-108
| -5% | -$116K | 0.54% | 48 |
|
|
2021
Q3 | $1.69M | Buy |
2,174
+2
| +0.1% | +$1.55K | 0.43% | 51 |
|
|
2021
Q2 | $1.48M | Buy |
2,172
+59
| +3% | +$40.1K | 0.38% | 58 |
|
|
2021
Q1 | $1.41M | Buy |
2,113
+381
| +22% | +$254K | 0.39% | 59 |
|
|
2020
Q4 | $1.39M | Buy |
+1,732
| New | +$1.39M | 0.38% | 54 |
|