Carter 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
$1.47M Buy
+4,617
New +$1.47M 0.96% 26
2022
Q1
$1.04M Buy
+2,904
New +$1.04M 1.4% 11