Souders Financial 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
$1.9M Buy
5,990
+819
+16% +$260K 0.24% 56
2025
Q1
$1.34M Sell
5,171
-190
-4% -$49.2K 0.19% 75
2024
Q4
$2.16M Sell
5,361
-459
-8% -$185K 0.3% 70
2024
Q3
$1.52M Buy
5,820
+204
+4% +$53.4K 0.21% 78
2024
Q2
$1.11M Buy
5,616
+70
+1% +$13.9K 0.17% 91
2024
Q1
$975K Buy
5,546
+108
+2% +$19K 0.15% 90
2023
Q4
$1.35M Buy
5,438
+60
+1% +$14.9K 0.23% 79
2023
Q3
$1.35M Sell
5,378
-142
-3% -$35.5K 0.26% 77
2023
Q2
$1.44M Sell
5,520
-111
-2% -$29.1K 0.28% 76
2023
Q1
$1.17M Sell
5,631
-119
-2% -$24.7K 0.25% 76
2022
Q4
$708K Buy
5,750
+2,783
+94% +$343K 0.16% 98
2022
Q3
$787K Sell
2,967
-267
-8% -$70.8K 0.21% 84
2022
Q2
$726K Buy
3,234
+480
+17% +$108K 0.21% 84
2022
Q1
$989K Buy
2,754
+111
+4% +$39.9K 0.29% 77
2021
Q4
$931K Sell
2,643
-138
-5% -$48.6K 0.27% 77
2021
Q3
$719K Buy
2,781
+336
+14% +$86.9K 0.23% 83
2021
Q2
$554K Buy
2,445
+600
+33% +$136K 0.19% 95
2021
Q1
$411K Sell
1,845
-99
-5% -$22.1K 0.16% 94
2020
Q4
$457K Buy
1,944
+393
+25% +$92.4K 0.2% 84
2020
Q3
$212K Buy
+1,551
New +$212K 0.1% 100