Beacon Financial Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Buy |
3,110
+937
| +43% | +$298K | 0.1% | 168 |
|
|
2025
Q1 | $563K | Buy |
2,173
+480
| +28% | +$124K | 0.06% | 203 |
|
|
2024
Q4 | $684K | Buy |
1,693
+189
| +13% | +$76.3K | 0.07% | 187 |
|
|
2024
Q3 | $394K | Buy |
1,504
+87
| +6% | +$22.8K | 0.04% | 246 |
|
|
2024
Q2 | $280K | Buy |
+1,417
| New | +$280K | 0.03% | 276 |
|
|
2024
Q1 | – | Sell |
-912
| Closed | -$227K | – | 331 |
|
|
2023
Q4 | $227K | Buy |
+912
| New | +$227K | 0.03% | 294 |
|
|
2021
Q2 | – | Sell |
-3,063
| Closed | -$874K | – | 212 |
|
|
2021
Q1 | $874K | Hold |
3,063
| – | – | 0.14% | 135 |
|
|
2020
Q4 | $874K | Buy |
+3,063
| New | +$874K | 0.14% | 136 |
|