Valeo Financial Advisors’s Tesla TSLA Stock Holding History

Valeo Financial Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.8M	Buy	65,338 +4,194	+7%	+$1.33M	0.51%	31
2025 Q1	$15.8M	Buy	61,144 +3,863	+7%	+$1M	0.44%	31
2024 Q4	$23.1M	Sell	57,281 -1,615	-3%	-$652K	0.64%	27
2024 Q3	$15.4M	Sell	58,896 -115	-0.2%	-$30.1K	0.44%	30
2024 Q2	$11.7M	Buy	59,011 +1,273	+2%	+$252K	0.36%	35
2024 Q1	$9.3M	Buy	57,738 +1,341	+2%	+$216K	0.33%	39
2023 Q4	$14M	Buy	56,397 +6,330	+13%	+$1.57M	0.57%	25
2023 Q3	$12.5M	Buy	50,067 +5,362	+12%	+$1.34M	0.57%	26
2023 Q2	$11.7M	Sell	44,705 -13,758	-24%	-$3.6M	0.53%	25
2023 Q1	$12.1M	Buy	58,463 +20,005	+52%	+$4.15M	0.58%	24
2022 Q4	$4.74M	Buy	38,458 +7,174	+23%	+$884K	0.26%	58
2022 Q3	$8.3M	Sell	31,284 -5,784	-16%	-$1.53M	0.53%	27
2022 Q2	$8.32M	Sell	37,068 -8,460	-19%	-$1.9M	0.52%	28
2022 Q1	$16.4M	Buy	45,528 +8,736	+24%	+$3.14M	0.83%	19
2021 Q4	$13M	Buy	36,792 +1,776	+5%	+$626K	0.7%	21
2021 Q3	$9.05M	Buy	35,016 +3,300	+10%	+$853K	0.52%	30
2021 Q2	$7.19M	Buy	31,716 +528	+2%	+$120K	0.44%	33
2021 Q1	$6.94M	Buy	31,188 +2,358	+8%	+$525K	0.32%	41
2020 Q4	$6.78M	Buy	28,830 +1,461	+5%	+$344K	0.35%	37
2020 Q3	$3.91M	Sell	27,369 -786	-3%	-$112K	0.34%	45
2020 Q2	$2.03M	Sell	28,155 -13,200	-32%	-$950K	0.18%	75
2020 Q1	$1.57M	Buy	41,355 +5,280	+15%	+$201K	0.17%	85
2019 Q4	$1.01M	Sell	36,075 -13,200	-27%	-$368K	0.1%	130
2019 Q3	$791K	Sell	49,275 -1,320	-3%	-$21.2K	0.09%	137
2019 Q2	$754K	Buy	50,595 +9,690	+24%	+$144K	0.09%	146
2019 Q1	$763K	Buy	40,905 +6,210	+18%	+$116K	0.09%	145
2018 Q4	$770K	Buy	34,695 +5,175	+18%	+$115K	0.11%	133
2018 Q3	$657K	Sell	29,520 -1,275	-4%	-$28.4K	0.09%	151
2018 Q2	$731K	Sell	30,795 -2,910	-9%	-$69.1K	0.1%	137
2018 Q1	$598K	Buy	33,705 +4,350	+15%	+$77.2K	0.1%	135
2017 Q4	$609K	Buy	29,355 +4,440	+18%	+$92.1K	0.1%	130
2017 Q3	$567K	Buy	+24,915	New	+$567K	0.13%	115