Stonehage Fleming 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 | $1.82M | Hold |
5,740
| – | – | 0.05% | 45 |
|
|
2025
Q1 | $1.49M | Sell |
5,740
-2,199
| -28% | -$570K | 0.05% | 42 |
|
|
2024
Q4 | $3.21M | Buy |
7,939
+250
| +3% | +$101K | 0.09% | 32 |
|
|
2024
Q3 | $2.01M | Sell |
7,689
-1,000
| -12% | -$262K | 0.05% | 42 |
|
|
2024
Q2 | $1.72M | Buy |
8,689
+6,283
| +261% | +$1.24M | 0.05% | 42 |
|
|
2024
Q1 | $629K | Sell |
2,406
-3,451
| -59% | -$902K | 0.04% | 58 |
|
|
2023
Q4 | $1.46M | Buy |
5,857
+3,377
| +136% | +$839K | 0.04% | 48 |
|
|
2023
Q3 | $621K | Sell |
2,480
-570
| -19% | -$143K | 0.06% | 90 |
|
|
2023
Q2 | $806K | Buy |
3,050
+644
| +27% | +$170K | 0.03% | 76 |
|
|
2023
Q1 | $629K | Buy |
2,406
+1,104
| +85% | +$289K | 0.04% | 58 |
|
|
2022
Q4 | $569K | Sell |
1,302
-1,500
| -54% | -$655K | 0.04% | 66 |
|
|
2022
Q3 | $743K | Buy |
2,802
+87
| +3% | +$23.1K | 0.06% | 55 |
|
|
2022
Q2 | $609K | Sell |
2,715
-87
| -3% | -$19.5K | 0.02% | 103 |
|
|
2022
Q1 | $1.01M | Buy |
2,802
+120
| +4% | +$43.1K | 0.03% | 75 |
|
|
2021
Q4 | $944K | Hold |
2,682
| – | – | 0.03% | 86 |
|
|
2021
Q3 | $693K | Hold |
2,682
| – | – | 0.02% | 94 |
|
|
2021
Q2 | $608K | Hold |
2,682
| – | – | 0.02% | 103 |
|
|
2021
Q1 | $597K | Sell |
2,682
-591
| -18% | -$132K | 0.02% | 106 |
|
|
2020
Q4 | $770K | Hold |
3,273
| – | – | 0.03% | 92 |
|
|
2020
Q3 | $468K | Buy |
3,273
+948
| +41% | +$136K | 0.02% | 102 |
|
|
2020
Q2 | $167K | Buy |
2,325
+225
| +11% | +$16.2K | 0.01% | 104 |
|
|
2020
Q1 | $73K | Sell |
2,100
-1,950
| -48% | -$67.8K | ﹤0.01% | 150 |
|
|
2019
Q4 | $113K | Hold |
4,050
| – | – | ﹤0.01% | 148 |
|
|
2019
Q3 | $65K | Buy |
+4,050
| New | +$65K | ﹤0.01% | 150 |
|
|
2019
Q2 | – | Sell |
-16,950
| Closed | -$316 | – | 183 |
|
|
2019
Q1 | $316 | Buy |
16,950
+12,900
| +319% | +$240 | 0.01% | 108 |
|
|
2018
Q4 | $90K | Buy |
4,050
+885
| +28% | +$19.7K | 0.01% | 190 |
|
|
2018
Q3 | $56K | Hold |
3,165
| – | – | ﹤0.01% | 199 |
|
|
2018
Q2 | $72K | Hold |
3,165
| – | – | ﹤0.01% | 198 |
|
|
2018
Q1 | $56K | Sell |
3,165
-3,165
| -50% | -$56K | ﹤0.01% | 191 |
|
|
2017
Q4 | $132K | Buy |
6,330
+1,050
| +20% | +$21.9K | 0.01% | 184 |
|
|
2017
Q3 | $120K | Buy |
5,280
+2,670
| +102% | +$60.7K | 0.01% | 197 |
|
|
2017
Q2 | $62K | Sell |
2,610
-50,220
| -95% | -$1.19M | ﹤0.01% | 207 |
|
|
2017
Q1 | $980K | Sell |
52,830
-1,500
| -3% | -$27.8K | 0.06% | 112 |
|
|
2016
Q4 | $774K | Sell |
54,330
-2,250
| -4% | -$32.1K | 0.05% | 138 |
|
|
2016
Q3 | $770K | Sell |
56,580
-5,250
| -8% | -$71.4K | 0.05% | 123 |
|
|
2016
Q2 | $875K | Sell |
61,830
-21,900
| -26% | -$310K | 0.06% | 118 |
|
|
2016
Q1 | $1.28M | Buy |
83,730
+30,900
| +58% | +$473K | 0.08% | 99 |
|
|
2015
Q4 | $845K | Hold |
52,830
| – | – | 0.07% | 54 |
|
|
2015
Q3 | $875K | Hold |
52,830
| – | – | 0.09% | 56 |
|
|
2015
Q2 | $945K | Hold |
52,830
| – | – | 0.11% | 51 |
|
|
2015
Q1 | $665K | Hold |
52,830
| – | – | 0.08% | 65 |
|
|
2014
Q4 | $783K | Buy |
+52,830
| New | +$783K | 0.09% | 57 |
|