Summit Financial Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.18M | Buy |
4,566
+350
| +8% | +$90.7K | 0.23% | 53 |
|
|
2024
Q4 | $1.62M | Buy |
4,216
+40
| +1% | +$15.3K | 0.32% | 44 |
|
|
2024
Q3 | $1.09M | Sell |
4,176
-13
| -0.3% | -$3.4K | 0.2% | 55 |
|
|
2024
Q2 | $829K | Sell |
4,189
-97
| -2% | -$19.2K | 0.17% | 63 |
|
|
2024
Q1 | $753K | Buy |
4,286
+159
| +4% | +$28K | 0.15% | 64 |
|
|
2023
Q4 | $1.03M | Sell |
4,127
-150
| -4% | -$37.3K | 0.23% | 54 |
|
|
2023
Q3 | $950K | Hold |
4,277
| – | – | 0.23% | 53 |
|
|
2023
Q2 | $1.12M | Sell |
4,277
-6
| -0.1% | -$1.57K | 0.26% | 52 |
|
|
2023
Q1 | $889K | Buy |
4,283
+1,085
| +34% | +$225K | 0.21% | 56 |
|
|
2022
Q4 | $394K | Buy |
3,198
+1,980
| +163% | +$244K | 0.1% | 91 |
|
|
2022
Q3 | $274K | Hold |
1,218
| – | – | 0.08% | 104 |
|
|
2022
Q2 | $327K | Buy |
1,218
+54
| +5% | +$14.5K | 0.08% | 101 |
|
|
2022
Q1 | $418K | Buy |
1,164
+30
| +3% | +$10.8K | 0.08% | 88 |
|
|
2021
Q4 | $435K | Hold |
1,134
| – | – | 0.08% | 90 |
|
|
2021
Q3 | $293K | Buy |
1,134
+51
| +5% | +$13.2K | 0.07% | 101 |
|
|
2021
Q2 | $245K | Buy |
1,083
+120
| +12% | +$27.1K | 0.06% | 108 |
|
|
2021
Q1 | $227K | Buy |
+963
| New | +$227K | 0.06% | 100 |
|
|
2020
Q4 | – | Sell |
-1,533
| Closed | -$205K | – | 117 |
|
|
2020
Q3 | $205K | Buy |
+1,533
| New | +$205K | 0.05% | 110 |
|