SFS
Summit Financial Strategies’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Buy |
10,698
+432
| +4% | +$137K | 0.31% | 30 |
|
|
2025
Q1 | $2.66M | Sell |
10,266
-506
| -5% | -$131K | 0.27% | 36 |
|
|
2024
Q4 | $4.35M | Buy |
10,772
+1,321
| +14% | +$533K | 0.48% | 25 |
|
|
2024
Q3 | $2.47M | Buy |
9,451
+2,140
| +29% | +$560K | 0.28% | 33 |
|
|
2024
Q2 | $1.45M | Buy |
7,311
+1,070
| +17% | +$212K | 0.18% | 43 |
|
|
2024
Q1 | $1.1M | Buy |
6,241
+321
| +5% | +$56.4K | 0.15% | 50 |
|
|
2023
Q4 | $1.47M | Sell |
5,920
-207
| -3% | -$51.4K | 0.22% | 37 |
|
|
2023
Q3 | $1.53M | Buy |
6,127
+249
| +4% | +$62.3K | 0.29% | 30 |
|
|
2023
Q2 | $1.54M | Sell |
5,878
-12
| -0.2% | -$3.14K | 0.29% | 32 |
|
|
2023
Q1 | $1.22M | Sell |
5,890
-35
| -0.6% | -$7.26K | 0.24% | 34 |
|
|
2022
Q4 | $730K | Buy |
5,925
+188
| +3% | +$23.2K | 0.16% | 47 |
|
|
2022
Q3 | $1.52M | Buy |
5,737
+3,842
| +203% | +$1.02M | 0.36% | 27 |
|
|
2022
Q2 | $1.28M | Buy |
1,895
+71
| +4% | +$47.8K | 0.3% | 27 |
|
|
2022
Q1 | $1.97M | Buy |
1,824
+8
| +0.4% | +$8.62K | 0.4% | 21 |
|
|
2021
Q4 | $1.92M | Buy |
1,816
+4
| +0.2% | +$4.23K | 0.37% | 21 |
|
|
2021
Q3 | $1.41M | Hold |
1,812
| – | – | 0.27% | 26 |
|
|
2021
Q2 | $1.23M | Buy |
+1,812
| New | +$1.23M | 0.24% | 31 |
|
|
2021
Q1 | – | Sell |
-1,778
| Closed | -$1.26M | – | 71 |
|
|
2020
Q4 | $1.26M | Sell |
1,778
-52
| -3% | -$36.7K | 0.43% | 23 |
|
|
2020
Q3 | $785K | Buy |
1,830
+1,453
| +385% | +$623K | 0.32% | 27 |
|
|
2020
Q2 | $407K | Buy |
+377
| New | +$407K | 0.18% | 37 |
|