Summit Global Investments’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
37,449
+419
| +1% | +$133K | 0.7% | 22 |
|
|
2025
Q1 | $9.6M | Buy |
37,030
+220
| +0.6% | +$57K | 0.7% | 20 |
|
|
2024
Q4 | $14.9M | Buy |
36,810
+28,635
| +350% | +$11.6M | 0.93% | 18 |
|
|
2024
Q3 | $2.14M | Sell |
8,175
-1,416
| -15% | -$370K | 0.14% | 129 |
|
|
2024
Q2 | $1.9M | Buy |
9,591
+4,680
| +95% | +$926K | 0.13% | 134 |
|
|
2024
Q1 | $863K | Buy |
4,911
+1,040
| +27% | +$183K | 0.06% | 241 |
|
|
2023
Q4 | $962K | Buy |
3,871
+376
| +11% | +$93.4K | 0.06% | 243 |
|
|
2023
Q3 | $875K | Sell |
3,495
-348
| -9% | -$87.1K | 0.06% | 249 |
|
|
2023
Q2 | $1.01M | Buy |
3,843
+313
| +9% | +$81.9K | 0.07% | 229 |
|
|
2023
Q1 | $732K | Sell |
3,530
-553
| -14% | -$115K | 0.06% | 294 |
|
|
2022
Q4 | $503K | Buy |
4,083
+3,000
| +277% | +$370K | 0.04% | 308 |
|
|
2022
Q3 | $287K | Sell |
1,083
-18
| -2% | -$4.77K | 0.03% | 403 |
|
|
2022
Q2 | $247K | Buy |
1,101
+306
| +38% | +$68.6K | 0.02% | 427 |
|
|
2022
Q1 | $286K | Buy |
795
+183
| +30% | +$65.8K | 0.02% | 415 |
|
|
2021
Q4 | $216K | Buy |
+612
| New | +$216K | 0.01% | 495 |
|