Summit Financial Strategies’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Buy |
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|
2025
Q1 | $2.66M | Sell |
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|
2024
Q4 | $4.35M | Buy |
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|
2024
Q3 | $2.47M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $1.47M | Sell |
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|
2023
Q3 | $1.53M | Buy |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $730K | Buy |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $1.92M | Buy |
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|
2021
Q3 | $1.41M | Hold |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $785K | Sell |
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|
2020
Q2 | $407K | Buy |
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