SRH 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 | $669K | Sell |
2,105
-620
| -23% | -$197K | 0.2% | 24 |
|
2025
Q1 | $706K | Hold |
2,725
| – | – | 0.22% | 23 |
|
2024
Q4 | $1.1M | Hold |
2,725
| – | – | 0.33% | 21 |
|
2024
Q3 | $713K | Hold |
2,725
| – | – | 0.22% | 28 |
|
2024
Q2 | $539K | Hold |
2,725
| – | – | 0.18% | 31 |
|
2024
Q1 | $479K | Hold |
2,725
| – | – | 0.15% | 37 |
|
2023
Q4 | $677K | Hold |
2,725
| – | – | 0.24% | 30 |
|
2023
Q3 | $682K | Buy |
2,725
+100
| +4% | +$25K | 0.33% | 26 |
|
2023
Q2 | $545K | Hold |
2,625
| – | – | 0.29% | 31 |
|
2023
Q1 | $545K | Hold |
2,625
| – | – | 0.29% | 31 |
|
2022
Q4 | $323K | Sell |
2,625
-15
| -0.6% | -$1.85K | 0.18% | 41 |
|
2022
Q3 | $700K | Buy |
2,640
+15
| +0.6% | +$3.98K | 0.91% | 28 |
|
2022
Q2 | $589K | Hold |
2,625
| – | – | 0.73% | 30 |
|
2022
Q1 | $943K | Hold |
2,625
| – | – | 1.05% | 27 |
|
2021
Q4 | $925K | Hold |
2,625
| – | – | 1.05% | 27 |
|
2021
Q3 | $679K | Hold |
2,625
| – | – | 0.83% | 30 |
|
2021
Q2 | $595K | Sell |
2,625
-9
| -0.3% | -$2.04K | 0.74% | 30 |
|
2021
Q1 | $586K | Sell |
2,634
-9
| -0.3% | -$2K | 0.83% | 27 |
|
2020
Q4 | $622K | Buy |
2,643
+6
| +0.2% | +$1.41K | 1.03% | 22 |
|
2020
Q3 | $377K | Buy |
2,637
+12
| +0.5% | +$1.72K | 0.73% | 22 |
|
2020
Q2 | $189K | Hold |
2,625
| – | – | 0.47% | 41 |
|
2020
Q1 | $92K | Sell |
2,625
-3,000
| -53% | -$105K | 0.26% | 55 |
|
2019
Q4 | $157K | Hold |
5,625
| – | – | 0.5% | 43 |
|
2019
Q3 | $90K | Hold |
5,625
| – | – | 0.3% | 60 |
|
2019
Q2 | $84K | Hold |
5,625
| – | – | 0.29% | 60 |
|
2019
Q1 | $105K | Hold |
5,625
| – | – | 0.37% | 54 |
|
2018
Q4 | $125K | Hold |
5,625
| – | – | 0.48% | 49 |
|
2018
Q3 | $99K | Hold |
5,625
| – | – | 0.34% | 59 |
|
2018
Q2 | $129K | Hold |
5,625
| – | – | 0.48% | 47 |
|
2018
Q1 | $100K | Hold |
5,625
| – | – | 0.4% | 55 |
|
2017
Q4 | $117K | Sell |
5,625
-1,875
| -25% | -$39K | 0.46% | 48 |
|
2017
Q3 | $171K | Hold |
7,500
| – | – | 0.72% | 37 |
|
2017
Q2 | $181K | Hold |
7,500
| – | – | 0.86% | 29 |
|
2017
Q1 | $139K | Hold |
7,500
| – | – | 0.65% | 37 |
|
2016
Q4 | $107K | Hold |
7,500
| – | – | 0.53% | 41 |
|
2016
Q3 | $102K | Hold |
7,500
| – | – | 0.53% | 43 |
|
2016
Q2 | $106K | Hold |
7,500
| – | – | 0.56% | 41 |
|
2016
Q1 | $115K | Hold |
7,500
| – | – | 0.63% | 40 |
|
2015
Q4 | $120K | Buy |
+7,500
| New | +$120K | 0.71% | 38 |
|