US 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
Q1 | $301K | Buy |
+1,160
| New | +$301K | 0.09% | 77 |
|
|
2022
Q2 | – | Sell |
-645
| Closed | -$232K | – | 79 |
|
|
2022
Q1 | $232K | Buy |
645
+6
| +0.9% | +$2.16K | 0.11% | 62 |
|
|
2021
Q4 | $225K | Buy |
+639
| New | +$225K | 0.1% | 70 |
|
|
2021
Q3 | – | Sell |
-1,014
| Closed | -$230K | – | 76 |
|
|
2021
Q2 | $230K | Hold |
1,014
| – | – | 0.11% | 68 |
|
|
2021
Q1 | $226K | Hold |
1,014
| – | – | 0.06% | 135 |
|
|
2020
Q4 | $239K | Buy |
+1,014
| New | +$239K | 0.07% | 113 |
|
|
2016
Q1 | – | Sell |
-1,200
| Closed | -$19K | – | 602 |
|
|
2015
Q4 | $19K | Hold |
1,200
| – | – | 0.02% | 250 |
|
|
2015
Q3 | $20K | Hold |
1,200
| – | – | 0.03% | 209 |
|
|
2015
Q2 | $21K | Hold |
1,200
| – | – | 0.02% | 179 |
|
|
2015
Q1 | $15K | Buy |
+1,200
| New | +$15K | 0.01% | 225 |
|