Sowell Financial Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
35,265
+2,645
| +8% | +$840K | 0.46% | 40 |
|
|
2025
Q1 | $8.45M | Buy |
32,620
+3,182
| +11% | +$825K | 0.38% | 51 |
|
|
2024
Q4 | $11.9M | Sell |
29,438
-302
| -1% | -$122K | 0.63% | 32 |
|
|
2024
Q3 | $7.78M | Sell |
29,740
-1,549
| -5% | -$405K | 0.36% | 65 |
|
|
2024
Q2 | $6.19M | Sell |
31,289
-3,693
| -11% | -$731K | 0.3% | 78 |
|
|
2024
Q1 | $6.15M | Buy |
34,982
+6,366
| +22% | +$1.12M | 0.29% | 86 |
|
|
2023
Q4 | $7.11M | Sell |
28,616
-2,777
| -9% | -$690K | 0.39% | 63 |
|
|
2023
Q3 | $7.86M | Sell |
31,393
-1,698
| -5% | -$425K | 0.49% | 44 |
|
|
2023
Q2 | $8.66M | Buy |
33,091
+7,639
| +30% | +$2M | 0.48% | 42 |
|
|
2023
Q1 | $5.28M | Sell |
25,452
-3,585
| -12% | -$744K | 0.41% | 50 |
|
|
2022
Q4 | $3.58M | Buy |
29,037
+3,915
| +16% | +$482K | 0.23% | 111 |
|
|
2022
Q3 | $6.66M | Buy |
+25,122
| New | +$6.66M | 0.67% | 23 |
|
|
2022
Q1 | – | Sell |
-34,428
| Closed | -$12.1M | – | 494 |
|
|
2021
Q4 | $12.1M | Buy |
+34,428
| New | +$12.1M | 0.7% | 26 |
|
|
2021
Q2 | – | Sell |
-25,521
| Closed | -$5.65M | – | 2548 |
|
|
2021
Q1 | $5.65M | Sell |
25,521
-13,176
| -34% | -$2.91M | 0.2% | 111 |
|
|
2020
Q4 | $9.1M | Buy |
38,697
+20,124
| +108% | +$4.73M | 0.39% | 57 |
|
|
2020
Q3 | $2.66M | Buy |
18,573
+8,133
| +78% | +$1.16M | 0.13% | 139 |
|
|
2020
Q2 | $752K | Sell |
10,440
-2,340
| -18% | -$169K | 0.04% | 347 |
|
|
2020
Q1 | $446K | Buy |
12,780
+7,335
| +135% | +$256K | 0.03% | 421 |
|
|
2019
Q4 | $152K | Buy |
5,445
+105
| +2% | +$2.93K | 0.01% | 796 |
|
|
2019
Q3 | $86K | Buy |
+5,340
| New | +$86K | 0.01% | 872 |
|