Beacon Financial Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.72M Buy
2025
Q2
$988K Buy
2025
Q1
$563K Buy
2024
Q4
$684K Buy
2024
Q3
$394K Buy
2024
Q2
$280K Buy
2024
Q1
Sell
2023
Q4
$227K Buy
2021
Q2
Sell
2021
Q1
$874K Hold
2020
Q4
$874K Buy