Stonegate Investment Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$973K Sell
3,064
-183
-6% -$58.1K 0.02% 181
2025
Q1
$842K Buy
3,247
+469
+17% +$122K 0.02% 170
2024
Q4
$1.12M Buy
2,778
+324
+13% +$131K 0.03% 145
2024
Q3
$642K Buy
2,454
+314
+15% +$82.2K 0.02% 204
2024
Q2
$423K Buy
2,140
+162
+8% +$32.1K 0.01% 237
2024
Q1
$348K Sell
1,978
-26
-1% -$4.57K 0.01% 247
2023
Q4
$498K Buy
2,004
+30
+2% +$7.45K 0.02% 207
2023
Q3
$494K Sell
1,974
-2,659
-57% -$665K 0.02% 199
2023
Q2
$1.21M Buy
4,633
+278
+6% +$72.8K 0.04% 148
2023
Q1
$903K Buy
4,355
+175
+4% +$36.3K 0.03% 164
2022
Q4
$515K Buy
4,180
+227
+6% +$28K 0.02% 202
2022
Q3
$1.05M Buy
3,953
+2,219
+128% +$589K 0.05% 129
2022
Q2
$389K Buy
1,734
+846
+95% +$190K 0.02% 204
2022
Q1
$319K Buy
888
+93
+12% +$33.4K 0.01% 203
2021
Q4
$280K Buy
+795
New +$280K 0.01% 220