CFP
Curran Financial Partners’s Tesla TSLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $508K | Buy |
1,599
+150
| +10% | +$47.6K | 0.11% | 82 |
|
2025
Q1 | $376K | Buy |
1,449
+356
| +33% | +$92.3K | 0.09% | 73 |
|
2024
Q4 | $441K | Buy |
1,093
+247
| +29% | +$99.7K | 0.12% | 64 |
|
2024
Q3 | $221K | Buy |
+846
| New | +$221K | 0.06% | 87 |
|
2023
Q3 | – | Sell |
-806
| Closed | -$211K | – | 80 |
|
2023
Q2 | $211K | Buy |
+806
| New | +$211K | 0.09% | 71 |
|
2022
Q4 | – | Sell |
-1,154
| Closed | -$306K | – | 69 |
|
2022
Q3 | $306K | Buy |
+1,154
| New | +$306K | 0.16% | 49 |
|
2022
Q2 | – | Sell |
-225
| Closed | -$242K | – | 67 |
|
2022
Q1 | $242K | Buy |
+225
| New | +$242K | 0.1% | 66 |
|