Summit Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
43,142
+14,860
| +53% | +$4.72M | 0.31% | 60 |
|
|
2025
Q1 | $7.33M | Buy |
28,282
+2,087
| +8% | +$541K | 0.21% | 96 |
|
|
2024
Q4 | $10.6M | Buy |
26,195
+450
| +2% | +$182K | 0.37% | 48 |
|
|
2024
Q3 | $6.74M | Buy |
25,745
+2,640
| +11% | +$691K | 0.26% | 67 |
|
|
2024
Q2 | $4.57M | Buy |
23,105
+3,679
| +19% | +$728K | 0.21% | 84 |
|
|
2024
Q1 | $3.41M | Sell |
19,426
-3,274
| -14% | -$576K | 0.2% | 65 |
|
|
2023
Q4 | $5.64M | Sell |
22,700
-775
| -3% | -$193K | 0.37% | 37 |
|
|
2023
Q3 | $5.87M | Sell |
23,475
-2,520
| -10% | -$631K | 0.43% | 30 |
|
|
2023
Q2 | $6.8M | Sell |
25,995
-1,645
| -6% | -$431K | 0.5% | 26 |
|
|
2023
Q1 | $5.73M | Buy |
27,640
+4,722
| +21% | +$980K | 0.5% | 20 |
|
|
2022
Q4 | $2.82M | Buy |
22,918
+562
| +3% | +$69.2K | 0.27% | 42 |
|
|
2022
Q3 | $5.93M | Buy |
22,356
+3,120
| +16% | +$828K | 0.56% | 20 |
|
|
2022
Q2 | $4.32M | Buy |
19,236
+648
| +3% | +$145K | 0.4% | 28 |
|
|
2022
Q1 | $6.68M | Buy |
18,588
+570
| +3% | +$205K | 0.52% | 21 |
|
|
2021
Q4 | $6.35M | Buy |
18,018
+15
| +0.1% | +$5.28K | 0.48% | 22 |
|
|
2021
Q3 | $4.65M | Buy |
18,003
+5,442
| +43% | +$1.41M | 0.4% | 26 |
|
|
2021
Q2 | $2.85M | Buy |
+12,561
| New | +$2.85M | 0.28% | 30 |
|