Strategic 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 | $2.17M | Buy |
6,816
+199
| +3% | +$63.2K | 0.12% | 44 |
|
|
2025
Q1 | $1.71M | Sell |
6,617
-464
| -7% | -$120K | 0.1% | 48 |
|
|
2024
Q4 | $2.86M | Buy |
7,081
+2
| +0% | +$808 | 0.17% | 35 |
|
|
2024
Q3 | $1.85M | Sell |
7,079
-15
| -0.2% | -$3.92K | 0.11% | 47 |
|
|
2024
Q2 | $1.4M | Hold |
7,094
| – | – | 0.09% | 52 |
|
|
2024
Q1 | $1.25M | Hold |
7,094
| – | – | 0.08% | 56 |
|
|
2023
Q4 | $1.76M | Hold |
7,094
| – | – | 0.12% | 45 |
|
|
2023
Q3 | $1.78M | Hold |
7,094
| – | – | 0.14% | 48 |
|
|
2023
Q2 | $1.72M | Buy |
7,094
+16
| +0.2% | +$3.88K | 0.13% | 51 |
|
|
2023
Q1 | $1.47M | Hold |
7,078
| – | – | 0.11% | 54 |
|
|
2022
Q4 | $872K | Buy |
7,078
+160
| +2% | +$19.7K | 0.07% | 66 |
|
|
2022
Q3 | $1.84M | Sell |
6,918
-300
| -4% | -$79.6K | 0.16% | 53 |
|
|
2022
Q2 | $1.62M | Buy |
7,218
+387
| +6% | +$86.9K | 0.14% | 64 |
|
|
2022
Q1 | $2.45M | Buy |
6,831
+300
| +5% | +$108K | 0.19% | 55 |
|
|
2021
Q4 | $2.3M | Hold |
6,531
| – | – | 0.17% | 60 |
|
|
2021
Q3 | $1.69M | Sell |
6,531
-900
| -12% | -$233K | 0.13% | 65 |
|
|
2021
Q2 | $1.68M | Buy |
7,431
+81
| +1% | +$18.4K | 0.13% | 68 |
|
|
2021
Q1 | $1.64M | Sell |
7,350
-3
| -0% | -$668 | 0.14% | 69 |
|
|
2020
Q4 | $1.73M | Sell |
7,353
-597
| -8% | -$140K | 0.16% | 65 |
|
|
2020
Q3 | $1.14M | Buy |
7,950
+450
| +6% | +$64.4K | 0.12% | 71 |
|
|
2020
Q2 | $540K | Hold |
7,500
| – | – | 0.06% | 83 |
|
|
2020
Q1 | $262K | Hold |
7,500
| – | – | 0.04% | 109 |
|
|
2019
Q4 | $209K | Buy |
+7,500
| New | +$209K | 0.02% | 130 |
|