Bright 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
$406K Sell
1,277
-1
-0.1% -$318 0.23% 38
2025
Q1
$331K Buy
1,278
+63
+5% +$16.3K 0.2% 42
2024
Q4
$491K Sell
1,215
-3
-0.2% -$1.21K 0.31% 32
2024
Q3
$319K Hold
1,218
0.2% 41
2024
Q2
$241K Hold
1,218
0.17% 43
2024
Q1
$225K Buy
+1,218
New +$225K 0.17% 43