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 |
|