United Capital Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Buy |
90,432
+3,563
| +4% | +$1.13M | 0.23% | 91 |
|
|
2025
Q1 | $22.5M | Buy |
86,869
+733
| +0.9% | +$190K | 0.19% | 102 |
|
|
2024
Q4 | $34.8M | Buy |
86,136
+879
| +1% | +$355K | 0.29% | 75 |
|
|
2024
Q3 | $22.3M | Buy |
85,257
+5,145
| +6% | +$1.35M | 0.18% | 106 |
|
|
2024
Q2 | $15.9M | Buy |
80,112
+7,639
| +11% | +$1.51M | 0.14% | 141 |
|
|
2024
Q1 | $12.7M | Sell |
72,473
-14,720
| -17% | -$2.59M | 0.11% | 159 |
|
|
2023
Q4 | $21.7M | Buy |
87,193
+18,127
| +26% | +$4.5M | 0.18% | 117 |
|
|
2023
Q3 | $17.3M | Buy |
69,066
+723
| +1% | +$181K | 0.11% | 166 |
|
|
2023
Q2 | $17.9M | Sell |
68,343
-7,116
| -9% | -$1.86M | 0.1% | 175 |
|
|
2023
Q1 | $15.7M | Sell |
75,459
-34,766
| -32% | -$7.21M | 0.09% | 189 |
|
|
2022
Q4 | $13.6M | Sell |
110,225
-16,421
| -13% | -$2.02M | 0.08% | 212 |
|
|
2022
Q3 | $33.6M | Sell |
126,646
-24,935
| -16% | -$6.61M | 0.2% | 101 |
|
|
2022
Q2 | $34M | Sell |
151,581
-6,525
| -4% | -$1.46M | 0.19% | 113 |
|
|
2022
Q1 | $56.8M | Sell |
158,106
-10,983
| -6% | -$3.95M | 0.28% | 73 |
|
|
2021
Q4 | $59.6M | Sell |
169,089
-14,502
| -8% | -$5.11M | 0.27% | 71 |
|
|
2021
Q3 | $47.5M | Sell |
183,591
-552
| -0.3% | -$143K | 0.24% | 84 |
|
|
2021
Q2 | $41.7M | Buy |
184,143
+18,615
| +11% | +$4.22M | 0.21% | 102 |
|
|
2021
Q1 | $36.9M | Buy |
165,528
+3,714
| +2% | +$827K | 0.2% | 105 |
|
|
2020
Q4 | $38.1M | Buy |
161,814
+1,782
| +1% | +$419K | 0.23% | 97 |
|
|
2020
Q3 | $22.9M | Sell |
160,032
-47,103
| -23% | -$6.74M | 0.15% | 156 |
|
|
2020
Q2 | $14.9M | Sell |
207,135
-13,020
| -6% | -$937K | 0.11% | 198 |
|
|
2020
Q1 | $7.69M | Sell |
220,155
-42,600
| -16% | -$1.49M | 0.06% | 271 |
|
|
2019
Q4 | $7.33M | Buy |
262,755
+170,520
| +185% | +$4.76M | 0.05% | 352 |
|
|
2019
Q3 | $1.48M | Sell |
92,235
-5,580
| -6% | -$89.6K | 0.01% | 641 |
|
|
2019
Q2 | $1.46M | Sell |
97,815
-13,050
| -12% | -$194K | 0.01% | 693 |
|
|
2019
Q1 | $2.07M | Sell |
110,865
-90,360
| -45% | -$1.69M | 0.01% | 579 |
|
|
2018
Q4 | $4.47M | Buy |
201,225
+122,055
| +154% | +$2.71M | 0.04% | 402 |
|
|
2018
Q3 | $1.4M | Sell |
79,170
-27,015
| -25% | -$477K | 0.01% | 685 |
|
|
2018
Q2 | $2.43M | Sell |
106,185
-8,850
| -8% | -$202K | 0.02% | 548 |
|
|
2018
Q1 | $2.04M | Sell |
115,035
-10,065
| -8% | -$179K | 0.02% | 582 |
|
|
2017
Q4 | $2.63M | Buy |
125,100
+37,980
| +44% | +$798K | 0.02% | 526 |
|
|
2017
Q3 | $1.98M | Sell |
87,120
-11,445
| -12% | -$260K | 0.02% | 578 |
|
|
2017
Q2 | $2.38M | Buy |
98,565
+20,535
| +26% | +$495K | 0.02% | 529 |
|
|
2017
Q1 | $1.45M | Sell |
78,030
-2,580
| -3% | -$47.9K | 0.01% | 645 |
|
|
2016
Q4 | $1.15M | Buy |
80,610
+26,730
| +50% | +$381K | 0.01% | 715 |
|
|
2016
Q3 | $733K | Sell |
53,880
-7,725
| -13% | -$105K | 0.01% | 858 |
|
|
2016
Q2 | $871K | Buy |
61,605
+11,460
| +23% | +$162K | 0.01% | 777 |
|
|
2016
Q1 | $768K | Buy |
50,145
+9,705
| +24% | +$149K | 0.01% | 765 |
|
|
2015
Q4 | $647K | Sell |
40,440
-51,150
| -56% | -$818K | 0.01% | 819 |
|
|
2015
Q3 | $1.52M | Buy |
91,590
+1,950
| +2% | +$32.3K | 0.02% | 583 |
|
|
2015
Q2 | $1.6M | Buy |
89,640
+8,580
| +11% | +$153K | 0.02% | 622 |
|
|
2015
Q1 | $1.22M | Buy |
81,060
+4,425
| +6% | +$66.7K | 0.01% | 685 |
|
|
2014
Q4 | $1.14M | Sell |
76,635
-32,985
| -30% | -$489K | 0.02% | 617 |
|
|
2014
Q3 | $1.77M | Buy |
+109,620
| New | +$1.77M | 0.03% | 468 |
|
|
2014
Q2 | – | Sell |
-48,915
| Closed | -$680K | – | 928 |
|
|
2014
Q1 | $680K | Buy |
+48,915
| New | +$680K | 0.01% | 569 |
|
|
2013
Q4 | – | Sell |
-36,360
| Closed | -$469K | – | 760 |
|
|
2013
Q3 | $469K | Buy |
+36,360
| New | +$469K | 0.02% | 456 |
|