Avant 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
Q2
$275K Sell
865
-250
-22% -$79.4K 0.23% 56
2025
Q1
$289K Sell
1,115
-170
-13% -$44.1K 0.26% 54
2024
Q4
$519K Buy
+1,285
New +$519K 0.48% 44