Soltis Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.5M | Buy |
42,428
+16,090
| +61% | +$5.11M | 1.06% | 16 |
|
2025
Q1 | $6.83M | Buy |
26,338
+680
| +3% | +$176K | 0.61% | 40 |
|
2024
Q4 | $10.4M | Buy |
25,658
+13,654
| +114% | +$5.51M | 0.96% | 19 |
|
2024
Q3 | $3.14M | Buy |
12,004
+96
| +0.8% | +$25.1K | 0.31% | 94 |
|
2024
Q2 | $2.36M | Buy |
11,908
+1,282
| +12% | +$254K | 0.25% | 103 |
|
2024
Q1 | $1.87M | Buy |
10,626
+576
| +6% | +$101K | 0.21% | 123 |
|
2023
Q4 | $2.5M | Buy |
10,050
+2,084
| +26% | +$518K | 0.28% | 97 |
|
2023
Q3 | $1.99M | Sell |
7,966
-6,737
| -46% | -$1.69M | 0.26% | 100 |
|
2023
Q2 | $3.85M | Sell |
14,703
-1,863
| -11% | -$488K | 0.45% | 65 |
|
2023
Q1 | $3.44M | Buy |
16,566
+360
| +2% | +$74.7K | 0.44% | 64 |
|
2022
Q4 | $2M | Sell |
16,206
-15,102
| -48% | -$1.86M | 0.26% | 101 |
|
2022
Q3 | $8.31M | Sell |
31,308
-453
| -1% | -$120K | 1.25% | 19 |
|
2022
Q2 | $7.13M | Buy |
31,761
+8,340
| +36% | +$1.87M | 1.04% | 20 |
|
2022
Q1 | $8.41M | Buy |
23,421
+1,308
| +6% | +$470K | 1.17% | 15 |
|
2021
Q4 | $7.79M | Buy |
22,113
+5,322
| +32% | +$1.87M | 1.1% | 17 |
|
2021
Q3 | $4.34M | Sell |
16,791
-210
| -1% | -$54.3K | 0.67% | 32 |
|
2021
Q2 | $3.85M | Buy |
17,001
+11,442
| +206% | +$2.59M | 0.61% | 32 |
|
2021
Q1 | $1.24M | Buy |
5,559
+1,755
| +46% | +$391K | 0.23% | 88 |
|
2020
Q4 | $895K | Buy |
3,804
+2,232
| +142% | +$525K | 0.17% | 101 |
|
2020
Q3 | $225K | Buy |
+1,572
| New | +$225K | 0.05% | 184 |
|