Trek 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 | $4.72M | Sell |
14,872
-9,044
| -38% | -$2.87M | 0.32% | 91 |
|
|
2025
Q1 | $6.2M | Buy |
23,916
+2,978
| +14% | +$772K | 0.45% | 61 |
|
|
2024
Q4 | $8.46M | Buy |
20,938
+12,064
| +136% | +$4.87M | 0.63% | 37 |
|
|
2024
Q3 | $2.32M | Sell |
8,874
-20,956
| -70% | -$5.48M | 0.17% | 131 |
|
|
2024
Q2 | $5.9M | Buy |
29,830
+21,436
| +255% | +$4.24M | 0.47% | 54 |
|
|
2024
Q1 | $1.48M | Buy |
8,394
+2,402
| +40% | +$422K | 0.12% | 145 |
|
|
2023
Q4 | $1.49M | Buy |
5,992
+314
| +6% | +$78K | 0.13% | 105 |
|
|
2023
Q3 | $1.42M | Buy |
5,678
+930
| +20% | +$233K | 0.13% | 112 |
|
|
2023
Q2 | $1.24M | Buy |
4,748
+299
| +7% | +$78.3K | 0.11% | 98 |
|
|
2023
Q1 | $923K | Buy |
4,449
+64
| +1% | +$13.3K | 0.09% | 114 |
|
|
2022
Q4 | $540K | Buy |
4,385
+129
| +3% | +$15.9K | 0.05% | 143 |
|
|
2022
Q3 | $1.13M | Sell |
4,256
-76
| -2% | -$20.2K | 0.12% | 93 |
|
|
2022
Q2 | $972K | Sell |
4,332
-33
| -0.8% | -$7.4K | 0.1% | 92 |
|
|
2022
Q1 | $1.57M | Buy |
4,365
+732
| +20% | +$263K | 0.14% | 79 |
|
|
2021
Q4 | $1.28M | Hold |
3,633
| – | – | 0.12% | 62 |
|
|
2021
Q3 | $939K | Buy |
3,633
+165
| +5% | +$42.6K | 0.1% | 69 |
|
|
2021
Q2 | $786K | Sell |
3,468
-24
| -0.7% | -$5.44K | 0.08% | 75 |
|
|
2021
Q1 | $777K | Sell |
3,492
-594
| -15% | -$132K | 0.09% | 74 |
|
|
2020
Q4 | $961K | Buy |
4,086
+789
| +24% | +$186K | 0.12% | 63 |
|
|
2020
Q3 | $471K | Buy |
+3,297
| New | +$471K | 0.07% | 91 |
|