Sovereign Financial Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
2,030
-151
| -7% | -$48K | 0.13% | 137 |
|
|
2025
Q1 | $565K | Buy |
2,181
+184
| +9% | +$47.7K | 0.13% | 142 |
|
|
2024
Q4 | $806K | Buy |
1,997
+50
| +3% | +$20.2K | 0.19% | 108 |
|
|
2024
Q3 | $509K | Sell |
1,947
-214
| -10% | -$56K | 0.12% | 159 |
|
|
2024
Q2 | $428K | Buy |
2,161
+85
| +4% | +$16.8K | 0.11% | 175 |
|
|
2024
Q1 | $365K | Buy |
2,076
+102
| +5% | +$17.9K | 0.1% | 189 |
|
|
2023
Q4 | $491K | Buy |
1,974
+118
| +6% | +$29.3K | 0.15% | 139 |
|
|
2023
Q3 | $464K | Sell |
1,856
-739
| -28% | -$185K | 0.17% | 128 |
|
|
2023
Q2 | $679K | Buy |
2,595
+1,152
| +80% | +$302K | 0.22% | 107 |
|
|
2023
Q1 | $299K | Buy |
+1,443
| New | +$299K | 0.11% | 176 |
|
|
2022
Q2 | – | Sell |
-711
| Closed | -$255K | – | 227 |
|
|
2022
Q1 | $255K | Buy |
711
+75
| +12% | +$26.9K | 0.09% | 190 |
|
|
2021
Q4 | $224K | Sell |
636
-315
| -33% | -$111K | 0.09% | 185 |
|
|
2021
Q3 | $246K | Buy |
+951
| New | +$246K | 0.14% | 139 |
|