Strategic Planning 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 | $17.1M | Buy |
53,805
+13,012
| +32% | +$4.13M | 2.78% | 11 |
|
|
2025
Q1 | $10.6M | Sell |
40,793
-21,621
| -35% | -$5.6M | 2.07% | 16 |
|
|
2024
Q4 | $25.2M | Sell |
62,414
-3,293
| -5% | -$1.33M | 4.63% | 4 |
|
|
2024
Q3 | $17.2M | Buy |
65,707
+1,402
| +2% | +$367K | 3.39% | 5 |
|
|
2024
Q2 | $12.7M | Buy |
64,305
+28,899
| +82% | +$5.72M | 2.78% | 9 |
|
|
2024
Q1 | $6.22M | Buy |
35,406
+8,815
| +33% | +$1.55M | 1.56% | 18 |
|
|
2023
Q4 | $6.61M | Buy |
+26,591
| New | +$6.61M | 2.19% | 13 |
|