Great Oak Capital Partners’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Hold
793
0.07% 34
2025
Q1
$320K Hold
793
0.11% 30
2024
Q4
$320K Sell
793
-101
-11% -$40.7K 0.11% 30
2024
Q3
$224K Buy
+894
New +$224K 0.08% 34
2024
Q1
Sell
-944
Closed -$235K 32
2023
Q4
$235K Buy
+944
New +$235K 0.13% 31