Sterling Financial Planning’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+738
| New | +$234K | 0.08% | 105 |
|
|
2025
Q1 | – | Sell |
-623
| Closed | -$252K | – | 113 |
|
|
2024
Q4 | $252K | Buy |
+623
| New | +$252K | 0.09% | 95 |
|
|
2022
Q2 | – | Sell |
-945
| Closed | -$339K | – | 98 |
|
|
2022
Q1 | $339K | Hold |
945
| – | – | 0.21% | 67 |
|
|
2021
Q4 | $333K | Buy |
945
+27
| +3% | +$9.51K | 0.21% | 71 |
|
|
2021
Q3 | $237K | Hold |
918
| – | – | 0.15% | 78 |
|
|
2021
Q2 | $208K | Sell |
918
-480
| -34% | -$109K | 0.14% | 82 |
|
|
2021
Q1 | $311K | Sell |
1,398
-150
| -10% | -$33.4K | 0.22% | 57 |
|
|
2020
Q4 | $364K | Buy |
+1,548
| New | +$364K | 0.29% | 49 |
|