Stamos Capital Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,088
| Closed | -$800K | – | 142 |
|
|
2025
Q1 | $800K | Buy |
+3,088
| New | +$800K | 0.21% | 113 |
|
|
2024
Q4 | – | Sell |
-1,010
| Closed | -$264K | – | 133 |
|
|
2024
Q3 | $264K | Sell |
1,010
-4,120
| -80% | -$1.08M | 0.06% | 120 |
|
|
2024
Q2 | $1.02M | Sell |
5,130
-1,780
| -26% | -$352K | 0.22% | 105 |
|
|
2024
Q1 | $1.21M | Buy |
6,910
+4,950
| +253% | +$870K | 0.28% | 84 |
|
|
2023
Q4 | $487K | Sell |
1,960
-5,030
| -72% | -$1.25M | 0.13% | 114 |
|
|
2023
Q3 | $1.75M | Sell |
6,990
-470
| -6% | -$118K | 0.39% | 74 |
|
|
2023
Q2 | $1.95M | Sell |
7,460
-7,860
| -51% | -$2.06M | 0.46% | 68 |
|
|
2023
Q1 | $3.18M | Sell |
15,320
-1,540
| -9% | -$319K | 0.82% | 31 |
|
|
2022
Q4 | $2.08M | Buy |
16,860
+2,865
| +20% | +$353K | 0.66% | 50 |
|
|
2022
Q3 | $3.71M | Buy |
13,995
+7,530
| +116% | +$2M | 0.94% | 34 |
|
|
2022
Q2 | $1.45M | Buy |
+6,465
| New | +$1.45M | 0.44% | 48 |
|
|
2021
Q1 | – | Sell |
-3,000
| Closed | -$706K | – | 53 |
|
|
2020
Q4 | $706K | Sell |
3,000
-4,200
| -58% | -$988K | 0.3% | 45 |
|
|
2020
Q3 | $1.03M | Sell |
7,200
-15,300
| -68% | -$2.19M | 0.38% | 43 |
|
|
2020
Q2 | $1.62M | Sell |
22,500
-13,395
| -37% | -$964K | 0.93% | 27 |
|
|
2020
Q1 | $1.25M | Buy |
35,895
+90
| +0.3% | +$3.14K | 0.66% | 48 |
|
|
2019
Q4 | $999K | Sell |
35,805
-27,195
| -43% | -$759K | 0.81% | 32 |
|
|
2019
Q3 | $1.01M | Hold |
63,000
| – | – | 0.9% | 31 |
|
|
2019
Q2 | $954K | Buy |
63,000
+24,120
| +62% | +$365K | 0.95% | 31 |
|
|
2019
Q1 | $764K | Hold |
38,880
| – | – | 0.98% | 33 |
|
|
2018
Q4 | $863K | Buy |
+38,880
| New | +$863K | 0.65% | 45 |
|