Stiles 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 | $834K | Sell |
2,626
-265
| -9% | -$84.2K | 0.29% | 88 |
|
|
2025
Q1 | $749K | Hold |
2,891
| – | – | 0.29% | 87 |
|
|
2024
Q4 | $1.17M | Sell |
2,891
-3,200
| -53% | -$1.29M | 0.42% | 71 |
|
|
2024
Q3 | $1.59M | Sell |
6,091
-133
| -2% | -$34.8K | 0.56% | 60 |
|
|
2024
Q2 | $1.23M | Sell |
6,224
-160
| -3% | -$31.7K | 0.47% | 64 |
|
|
2024
Q1 | $1.12M | Sell |
6,384
-106
| -2% | -$18.6K | 0.45% | 73 |
|
|
2023
Q4 | $1.61M | Buy |
6,490
+521
| +9% | +$129K | 0.73% | 46 |
|
|
2023
Q3 | $1.49M | Buy |
5,969
+272
| +5% | +$68.1K | 0.77% | 41 |
|
|
2023
Q2 | $1.49M | Sell |
5,697
-689
| -11% | -$180K | 0.74% | 45 |
|
|
2023
Q1 | $1.32M | Sell |
6,386
-80
| -1% | -$16.6K | 0.71% | 45 |
|
|
2022
Q4 | $797K | Sell |
6,466
-33
| -0.5% | -$4.07K | 0.46% | 67 |
|
|
2022
Q3 | $1.72M | Sell |
6,499
-881
| -12% | -$234K | 1.05% | 29 |
|
|
2022
Q2 | $1.66M | Buy |
7,380
+144
| +2% | +$32.3K | 1% | 26 |
|
|
2022
Q1 | $2.63M | Buy |
7,236
+333
| +5% | +$121K | 1.32% | 18 |
|
|
2021
Q4 | $2.46M | Buy |
+6,903
| New | +$2.46M | 1.18% | 21 |
|