Sutton Wealth Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$330K Buy
1,317
+223
+20% +$55.8K 0.16% 81
2023
Q2
$286K Buy
1,094
+13
+1% +$3.4K 0.14% 88
2023
Q1
$224K Sell
1,081
-6,086
-85% -$1.26M 0.12% 94
2022
Q4
$883K Sell
7,167
-211
-3% -$26K 0.34% 52
2022
Q3
$1.96M Buy
7,378
+91
+1% +$24.1K 0.8% 25
2022
Q2
$1.64M Buy
7,287
+45
+0.6% +$10.1K 0.65% 29
2022
Q1
$2.6M Buy
7,242
+57
+0.8% +$20.5K 0.9% 25
2021
Q4
$2.53M Buy
7,185
+60
+0.8% +$21.1K 0.84% 27
2021
Q3
$1.84M Buy
7,125
+57
+0.8% +$14.7K 0.68% 31
2021
Q2
$1.6M Buy
7,068
+195
+3% +$44.2K 0.59% 33
2021
Q1
$1.53M Buy
6,873
+33
+0.5% +$7.35K 0.6% 35
2020
Q4
$1.61M Buy
6,840
+546
+9% +$128K 0.68% 29
2020
Q3
$900K Buy
6,294
+9
+0.1% +$1.29K 0.44% 42
2020
Q2
$452K Hold
6,285
0.24% 70
2020
Q1
$220K Sell
6,285
-60
-0.9% -$2.1K 0.14% 119
2019
Q4
$177K Hold
6,345
0.09% 162
2019
Q3
$102K Sell
6,345
-45
-0.7% -$723 0.06% 208
2019
Q2
$95.2K Buy
6,390
+30
+0.5% +$447 0.05% 216
2019
Q1
$119K Buy
6,360
+75
+1% +$1.4K 0.07% 190
2018
Q4
$139K Hold
6,285
0.09% 164
2018
Q3
$111K Hold
6,285
0.07% 188
2018
Q2
$144K Hold
6,285
0.1% 159
2018
Q1
$112K Hold
6,285
0.08% 186
2017
Q4
$130K Hold
6,285
0.1% 172
2017
Q3
$143K Hold
6,285
0.11% 158
2017
Q2
$152K Hold
6,285
0.12% 147
2017
Q1
$117K Hold
6,285
0.1% 173
2016
Q4
$89.5K Buy
6,285
+6,180
+5,886% +$88K 0.08% 193
2016
Q3
$1.43K Sell
105
-765
-88% -$10.4K ﹤0.01% 943
2016
Q2
$12.3K Buy
870
+15
+2% +$212 0.01% 575
2016
Q1
$13.1K Buy
+855
New +$13.1K 0.01% 544