Summit Securities Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1274 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 954 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 763 |
|
|
2024
Q3 | – | Sell |
-75,247
| Closed | -$14.9M | – | 751 |
|
|
2024
Q2 | $14.9M | Buy |
+75,247
| New | +$14.9M | 2.81% | 5 |
|
|
2024
Q1 | – | Sell |
-150
| Closed | -$37K | – | 711 |
|
|
2023
Q4 | $37K | Sell |
150
-16
| -10% | -$3.95K | ﹤0.01% | 246 |
|
|
2023
Q3 | $42K | Sell |
166
-990
| -86% | -$250K | ﹤0.01% | 162 |
|
|
2023
Q2 | $303K | Buy |
+1,156
| New | +$303K | 0.04% | 100 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$6K | – | 1084 |
|
|
2022
Q4 | $6K | Sell |
50
-112,725
| -100% | -$13.5M | ﹤0.01% | 840 |
|
|
2022
Q3 | $29.9M | Buy |
+112,775
| New | +$29.9M | 2.24% | 4 |
|
|
2022
Q2 | – | Sell |
-8,715
| Closed | -$3.13M | – | 942 |
|
|
2022
Q1 | $3.13M | Buy |
8,715
+6,303
| +261% | +$2.26M | 0.35% | 21 |
|
|
2021
Q4 | $850K | Buy |
2,412
+1,437
| +147% | +$506K | 0.04% | 153 |
|
|
2021
Q3 | $252K | Sell |
975
-1,704
| -64% | -$440K | 0.02% | 273 |
|
|
2021
Q2 | $607K | Buy |
+2,679
| New | +$607K | 0.05% | 167 |
|
|
2021
Q1 | – | Sell |
-4,500
| Closed | -$1.06M | – | 410 |
|
|
2020
Q4 | $1.06M | Buy |
+4,500
| New | +$1.06M | 0.09% | 88 |
|
|
2020
Q1 | – | Sell |
-14,490
| Closed | -$404K | – | 257 |
|
|
2019
Q4 | $404K | Buy |
+14,490
| New | +$404K | 0.03% | 149 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 224 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 208 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 210 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 209 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 180 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 156 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 220 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 320 |
|
|
2015
Q3 | – | Sell |
-7,050
| Closed | -$126K | – | 468 |
|
|
2015
Q2 | $126K | Buy |
+7,050
| New | +$126K | 0.06% | 107 |
|
|
2015
Q1 | – | Sell |
-46,500
| Closed | -$689K | – | 518 |
|
|
2014
Q4 | $689K | Buy |
+46,500
| New | +$689K | 0.2% | 86 |
|