SPIA
Steward Partners Investment Advisory’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4M | Buy |
114,623
+14,336
| +14% | +$4.55M | 0.28% | 65 |
|
|
2025
Q1 | $26M | Sell |
100,287
-5,569
| -5% | -$1.44M | 0.23% | 92 |
|
|
2024
Q4 | $42.7M | Buy |
105,856
+9,840
| +10% | +$3.97M | 0.38% | 48 |
|
|
2024
Q3 | $25.1M | Sell |
96,016
-865
| -0.9% | -$226K | 0.23% | 91 |
|
|
2024
Q2 | $19.2M | Sell |
96,881
-728
| -0.7% | -$144K | 0.2% | 99 |
|
|
2024
Q1 | $17.2M | Sell |
97,609
-129,888
| -57% | -$22.8M | 0.19% | 110 |
|
|
2023
Q4 | $56.5M | Buy |
227,497
+58,546
| +35% | +$14.5M | 0.76% | 15 |
|
|
2023
Q3 | $42.3M | Buy |
168,951
+70,607
| +72% | +$17.7M | 0.65% | 23 |
|
|
2023
Q2 | $25.7M | Buy |
98,344
+42,963
| +78% | +$11.2M | 0.39% | 51 |
|
|
2023
Q1 | $11.5M | Buy |
55,381
+4,150
| +8% | +$861K | 0.18% | 123 |
|
|
2022
Q4 | $6.31M | Sell |
51,231
-93,193
| -65% | -$11.5M | 0.11% | 207 |
|
|
2022
Q3 | $38.3M | Buy |
144,424
+95,853
| +197% | +$25.4M | 0.72% | 18 |
|
|
2022
Q2 | $32.7M | Buy |
48,571
+16,493
| +51% | +$11.1M | 0.6% | 22 |
|
|
2022
Q1 | $34.6M | Buy |
32,078
+798
| +3% | +$860K | 0.54% | 30 |
|
|
2021
Q4 | $33.1M | Sell |
31,280
-873
| -3% | -$923K | 0.5% | 31 |
|
|
2021
Q3 | $24.9M | Buy |
32,153
+5,543
| +21% | +$4.3M | 0.43% | 41 |
|
|
2021
Q2 | $18.1M | Buy |
26,610
+3,371
| +15% | +$2.29M | 0.31% | 71 |
|
|
2021
Q1 | $15.5M | Buy |
23,239
+8,002
| +53% | +$5.34M | 0.27% | 85 |
|
|
2020
Q4 | $10.8M | Buy |
15,237
+4,268
| +39% | +$3.01M | 0.23% | 112 |
|
|
2020
Q3 | $4.71M | Buy |
10,969
+8,545
| +353% | +$3.67M | 0.12% | 187 |
|
|
2020
Q2 | $2.62M | Buy |
2,424
+256
| +12% | +$276K | 0.07% | 255 |
|
|
2020
Q1 | $1.14M | Buy |
2,168
+170
| +9% | +$89.1K | 0.04% | 360 |
|
|
2019
Q4 | $835K | Sell |
1,998
-372
| -16% | -$155K | 0.02% | 502 |
|
|
2019
Q3 | $570K | Buy |
2,370
+740
| +45% | +$178K | 0.02% | 547 |
|
|
2019
Q2 | $364K | Buy |
1,630
+54
| +3% | +$12.1K | 0.01% | 639 |
|
|
2019
Q1 | $441K | Sell |
1,576
-199
| -11% | -$55.7K | 0.02% | 547 |
|
|
2018
Q4 | $590K | Buy |
1,775
+110
| +7% | +$36.6K | 0.03% | 447 |
|
|
2018
Q3 | $441K | Sell |
1,665
-278
| -14% | -$73.6K | 0.02% | 535 |
|
|
2018
Q2 | $666K | Sell |
1,943
-106
| -5% | -$36.3K | 0.04% | 403 |
|
|
2018
Q1 | $545K | Buy |
2,049
+334
| +19% | +$88.8K | 0.04% | 403 |
|
|
2017
Q4 | $533K | Buy |
1,715
+404
| +31% | +$126K | 0.04% | 346 |
|
|
2017
Q3 | $447K | Buy |
1,311
+480
| +58% | +$164K | 0.05% | 317 |
|
|
2017
Q2 | $300K | Buy |
831
+410
| +97% | +$148K | 0.03% | 344 |
|
|
2017
Q1 | $117K | Buy |
421
+169
| +67% | +$47K | 0.02% | 407 |
|
|
2016
Q4 | $53K | Buy |
+252
| New | +$53K | 0.02% | 317 |
|