TSLA β€” TESLA INC

Ownership history in CENTAURUS FINANCIAL, INC.  Β·  31 quarters on record

This page tracks every 13F SEC filing in which CENTAURUS FINANCIAL, INC. reported a position in TESLA INC (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.31% (2024 Q4)
πŸ“Š Avg. % of fund
0.41%
πŸ“… First filed
2017 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
31

Position Intelligence

CENTAURUS FINANCIAL, INC. Γ— TSLA AI Analytics

πŸ“ˆ CENTAURUS FINANCIAL, INC. outperformed the S&P 500 by +57.5% annually on this TSLA position. Timing score: 55% (16/29 decisions correct). Average cost basis: $296.51. Maximum drawdown during holding period: –65.7%.

πŸ“ˆ Position Alpha vs SPY
+57.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 57.5% per year on this position.
29 quarters analyzed

⏱️ Timing Score
55%

βœ… Decent timing β€” more right than wrong on entries and exits.
16 of 29 add/trim decisions correct

πŸ’° Entry Quality
$296.51
+51.7% vs current ($449.72)

Best entry: $14.90 (2019 Q2)  Β·  Worst: $444.72 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–65.7%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
65%
buy-side decisions

20 adds Β· 11 trims. Bought during 6 of 9 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ CENTAURUS FINANCIAL, INC. has been actively increasing its TSLA allocation β€” a bullish signal from insiders.
Currently 1.22% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TSLA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 59,208 -2,165 -3.5% 1.22% $26.6M $449.72
2025 Q3 ADDED 61,373 +337 +0.6% 1.28% $27.3M $444.72
2025 Q2 ADDED 61,036 +5,252 +9.4% 1.13% $19.4M $317.66
2025 Q1 ADDED 55,784 +2,452 +4.6% 0.88% $14.5M $259.16
2024 Q4 ADDED 53,332 +26,682 +100.1% 1.31% $21.5M $403.84
2024 Q3 ADDED 26,650 +3,180 +13.5% 0.44% $7.0M $261.63
2024 Q2 ADDED 23,470 +6,823 +41.0% 0.31% $4.6M $197.88
2024 Q1 ADDED 16,647 +1,768 +11.9% 0.20% $2.9M $175.79
2023 Q4 REDUCED 14,879 -457 -3.0% 0.28% $3.7M $248.48
2023 Q3 ADDED 15,336 +989 +6.9% 0.33% $3.8M $250.22
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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