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 |
|