SS
Sunbelt Securities’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
35,218
-668
| -2% | -$270K | 1.26% | 10 |
|
|
2025
Q1 | $9.3M | Buy |
35,886
+668
| +2% | +$173K | 0.83% | 17 |
|
|
2024
Q4 | $14.7M | Buy |
35,218
+14,530
| +70% | +$6.06M | 1.3% | 10 |
|
|
2024
Q3 | $5.41M | Sell |
20,688
-366
| -2% | -$95.8K | 0.53% | 40 |
|
|
2024
Q2 | $4.17M | Sell |
21,054
-1,956
| -9% | -$387K | 0.43% | 53 |
|
|
2024
Q1 | $4.04M | Buy |
23,010
+5,551
| +32% | +$976K | 0.45% | 54 |
|
|
2023
Q4 | $4.34M | Buy |
17,459
+744
| +4% | +$185K | 0.55% | 40 |
|
|
2023
Q3 | $4.18M | Buy |
16,715
+2,630
| +19% | +$658K | 0.58% | 35 |
|
|
2023
Q2 | $3.69M | Sell |
14,085
-991
| -7% | -$259K | 0.53% | 41 |
|
|
2023
Q1 | $2.94M | Buy |
15,076
+3,643
| +32% | +$711K | 0.47% | 46 |
|
|
2022
Q4 | $1.41M | Sell |
11,433
-818
| -7% | -$101K | 0.28% | 93 |
|
|
2022
Q3 | $3.25M | Buy |
12,251
+8,648
| +240% | +$2.29M | 0.69% | 31 |
|
|
2022
Q2 | $2.43M | Buy |
3,603
+930
| +35% | +$626K | 0.51% | 42 |
|
|
2022
Q1 | $2.92M | Buy |
2,673
+97
| +4% | +$106K | 0.54% | 41 |
|
|
2021
Q4 | $2.38M | Sell |
2,576
-510
| -17% | -$470K | 0.39% | 64 |
|
|
2021
Q3 | $1.99M | Hold |
3,086
| – | – | 0.36% | 71 |
|
|
2021
Q2 | $1.99M | Buy |
3,086
+1,267
| +70% | +$816K | 0.36% | 71 |
|
|
2021
Q1 | $1.22M | Sell |
1,819
-171
| -9% | -$114K | 0.24% | 110 |
|
|
2020
Q4 | $1.4M | Buy |
1,990
+107
| +6% | +$75.5K | 0.29% | 82 |
|
|
2020
Q3 | $810K | Buy |
1,883
+1,439
| +324% | +$619K | 0.23% | 118 |
|
|
2020
Q2 | $467K | Sell |
444
-279
| -39% | -$293K | 0.16% | 164 |
|
|
2020
Q1 | $407K | Sell |
723
-284
| -28% | -$160K | 0.02% | 258 |
|
|
2019
Q4 | $421K | Sell |
1,007
-4,751
| -83% | -$1.99M | 0.04% | 357 |
|
|
2019
Q3 | $1.39M | Buy |
+5,758
| New | +$1.39M | 0.16% | 139 |
|