Fiduciary 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
$678K Sell
2,254
-208
-8% -$62.5K 0.12% 109
2025
Q1
$621K Sell
2,462
-243
-9% -$61.3K 0.14% 105
2024
Q4
$1.07M Sell
2,705
-28
-1% -$11.1K 0.23% 63
2024
Q3
$668K Sell
2,733
-9
-0.3% -$2.2K 0.15% 86
2024
Q2
$703K Buy
+2,742
New +$703K 0.17% 81