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Allium Financial Advisors’s Tesla TSLA Stock Holding History

Allium 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 		$910K Sell
2,864
-2,991
-51% -$950K 0.67% 25
2025
Q1 		$1.52M Buy
+5,855
New +$1.52M 1.38% 15