CFP
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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