Valley National Advisers’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
4,075
+54
| +1% | +$17.1K | 0.21% | 115 |
|
|
2025
Q1 | $1.04M | Buy |
4,021
+155
| +4% | +$40.2K | 0.19% | 125 |
|
|
2024
Q4 | $1.56M | Buy |
3,866
+158
| +4% | +$63.8K | 0.28% | 95 |
|
|
2024
Q3 | $970K | Sell |
3,708
-2,150
| -37% | -$562K | 0.18% | 129 |
|
|
2024
Q2 | $1.16M | Buy |
5,858
+368
| +7% | +$72.8K | 0.17% | 105 |
|
|
2024
Q1 | $965K | Sell |
5,490
-1,812
| -25% | -$319K | 0.15% | 118 |
|
|
2023
Q4 | $1.81M | Buy |
7,302
+848
| +13% | +$211K | 0.29% | 72 |
|
|
2023
Q3 | $1.62M | Buy |
6,454
+726
| +13% | +$182K | 0.28% | 74 |
|
|
2023
Q2 | $1.5M | Buy |
5,728
+183
| +3% | +$47.9K | 0.25% | 83 |
|
|
2023
Q1 | $901K | Buy |
5,545
+200
| +4% | +$32.5K | 0.16% | 114 |
|
|
2022
Q4 | $658K | Sell |
5,345
-221
| -4% | -$27.2K | 0.12% | 141 |
|
|
2022
Q3 | $1.23M | Buy |
5,566
+142
| +3% | +$31.3K | 0.26% | 86 |
|
|
2022
Q2 | $1.33M | Buy |
5,424
+288
| +6% | +$70.4K | 0.28% | 73 |
|
|
2022
Q1 | $1.85M | Buy |
5,136
+51
| +1% | +$18.3K | 0.35% | 66 |
|
|
2021
Q4 | $1.79M | Buy |
5,085
+867
| +21% | +$305K | 0.33% | 81 |
|
|
2021
Q3 | $1.09M | Buy |
4,218
+42
| +1% | +$10.9K | 0.2% | 107 |
|
|
2021
Q2 | $946K | Buy |
4,176
+39
| +0.9% | +$8.84K | 0.17% | 119 |
|
|
2021
Q1 | $921K | Buy |
4,137
+372
| +10% | +$82.8K | 0.18% | 114 |
|
|
2020
Q4 | $886K | Sell |
3,765
-9
| -0.2% | -$2.12K | 0.19% | 110 |
|
|
2020
Q3 | $540K | Sell |
3,774
-81
| -2% | -$11.6K | 0.12% | 122 |
|
|
2020
Q2 | $278K | Hold |
3,855
| – | – | 0.06% | 161 |
|
|
2020
Q1 | $135K | Buy |
3,855
+1,035
| +37% | +$36.2K | 0.04% | 190 |
|
|
2019
Q4 | $79K | Sell |
2,820
-30
| -1% | -$840 | 0.02% | 267 |
|
|
2019
Q3 | $46K | Hold |
2,850
| – | – | 0.01% | 311 |
|
|
2019
Q2 | $42K | Hold |
2,850
| – | – | 0.01% | 301 |
|
|
2019
Q1 | $53K | Hold |
2,850
| – | – | 0.02% | 284 |
|
|
2018
Q4 | $63K | Hold |
2,850
| – | – | 0.02% | 249 |
|
|
2018
Q3 | $50K | Sell |
2,850
-1,155
| -29% | -$20.3K | 0.02% | 260 |
|
|
2018
Q2 | $92K | Hold |
4,005
| – | – | 0.04% | 221 |
|
|
2018
Q1 | $71K | Hold |
4,005
| – | – | 0.03% | 228 |
|
|
2017
Q4 | $83K | Hold |
4,005
| – | – | 0.03% | 218 |
|
|
2017
Q3 | $91K | Hold |
4,005
| – | – | 0.03% | 211 |
|
|
2017
Q2 | $97K | Sell |
4,005
-15
| -0.4% | -$363 | 0.03% | 197 |
|
|
2017
Q1 | $75K | Hold |
4,020
| – | – | 0.03% | 213 |
|
|
2016
Q4 | $57K | Hold |
4,020
| – | – | 0.03% | 243 |
|
|
2016
Q3 | $55K | Hold |
4,020
| – | – | 0.03% | 220 |
|
|
2016
Q2 | $57K | Hold |
4,020
| – | – | 0.03% | 219 |
|
|
2016
Q1 | $62K | Buy |
4,020
+60
| +2% | +$925 | 0.03% | 219 |
|
|
2015
Q4 | $63K | Hold |
3,960
| – | – | 0.04% | 208 |
|
|
2015
Q3 | $66K | Buy |
3,960
+750
| +23% | +$12.5K | 0.04% | 211 |
|
|
2015
Q2 | $57K | Hold |
3,210
| – | – | 0.03% | 224 |
|
|
2015
Q1 | $40K | Buy |
3,210
+2,385
| +289% | +$29.7K | 0.02% | 232 |
|
|
2014
Q4 | $8K | Buy |
+825
| New | +$8K | 0.01% | 301 |
|