Strategic Investment Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.59M Buy
8,155
+401
+5% +$127K 0.25% 50
2025
Q1
$2.01M Buy
7,754
+764
+11% +$198K 0.21% 65
2024
Q4
$2.82M Buy
6,990
+24
+0.3% +$9.69K 0.3% 51
2024
Q3
$1.82M Sell
6,966
-189
-3% -$49.5K 0.2% 71
2024
Q2
$1.42M Buy
7,155
+241
+3% +$47.7K 0.17% 79
2024
Q1
$1.22M Buy
6,914
+5,072
+275% +$892K 0.16% 91
2023
Q4
$458K Buy
1,842
+73
+4% +$18.1K 0.07% 173
2023
Q3
$443K Buy
1,769
+204
+13% +$51K 0.07% 178
2023
Q2
$410K Buy
1,565
+270
+21% +$70.7K 0.06% 147
2023
Q1
$269K Sell
1,295
-491
-27% -$102K 0.05% 213
2022
Q4
$220K Buy
1,786
+943
+112% +$116K 0.05% 219
2022
Q3
$224K Sell
843
-153
-15% -$40.7K 0.05% 164
2022
Q2
$224K Buy
996
+60
+6% +$13.5K 0.04% 196
2022
Q1
$336K Buy
936
+96
+11% +$34.5K 0.06% 175
2021
Q4
$296K Buy
840
+33
+4% +$11.6K 0.06% 177
2021
Q3
$209K Sell
807
-2,016
-71% -$522K 0.05% 178
2021
Q2
$640K Buy
2,823
+216
+8% +$49K 0.15% 138
2021
Q1
$580K Buy
+2,607
New +$580K 0.15% 116