Strategic Wealth Investment 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 | $228K | Buy |
+719
| New | +$228K | 0.33% | 47 |
|
|
2025
Q1 | – | Sell |
-4,259
| Closed | -$1.72M | – | 111 |
|
|
2024
Q4 | $1.72M | Sell |
4,259
-1,134
| -21% | -$458K | 0.19% | 62 |
|
|
2024
Q3 | $1.39M | Sell |
5,393
-38
| -0.7% | -$9.81K | 0.15% | 64 |
|
|
2024
Q2 | $1.14M | Buy |
+5,431
| New | +$1.14M | 0.14% | 67 |
|
|
2023
Q4 | $925K | Buy |
3,721
+1,325
| +55% | +$329K | 0.14% | 59 |
|
|
2023
Q3 | $600K | Sell |
2,396
-2,131
| -47% | -$533K | 0.11% | 64 |
|
|
2023
Q2 | $1.19M | Buy |
4,527
+1,502
| +50% | +$393K | 0.19% | 68 |
|
|
2023
Q1 | $628K | Sell |
3,025
-125
| -4% | -$25.9K | 0.12% | 80 |
|
|
2022
Q4 | $406K | Buy |
3,150
+1,304
| +71% | +$168K | 0.09% | 77 |
|
|
2022
Q3 | $490K | Sell |
1,846
-425
| -19% | -$113K | 0.14% | 67 |
|
|
2022
Q2 | $510K | Buy |
2,271
+141
| +7% | +$31.7K | 0.13% | 89 |
|
|
2022
Q1 | $765K | Buy |
2,130
+219
| +11% | +$78.7K | 0.18% | 57 |
|
|
2021
Q4 | $673K | Buy |
1,911
+561
| +42% | +$198K | 0.18% | 57 |
|
|
2021
Q3 | $353K | Sell |
1,350
-525
| -28% | -$137K | 0.11% | 64 |
|
|
2021
Q2 | $425K | Sell |
1,875
-99
| -5% | -$22.4K | 0.15% | 57 |
|
|
2021
Q1 | $439K | Sell |
1,974
-33
| -2% | -$7.34K | 0.21% | 52 |
|
|
2020
Q4 | $472K | Sell |
2,007
-153
| -7% | -$36K | 0.28% | 56 |
|
|
2020
Q3 | $309K | Buy |
+2,160
| New | +$309K | 0.23% | 69 |
|
|
2020
Q1 | – | Sell |
-19,635
| Closed | -$548K | – | 57 |
|
|
2019
Q4 | $548K | Buy |
+19,635
| New | +$548K | 0.57% | 35 |
|