Guardian Financial 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
$378K Sell
1,189
-422
-26% -$134K 0.17% 49
2025
Q1
$418K Sell
1,611
-33
-2% -$8.55K 0.2% 49
2024
Q4
$664K Buy
+1,644
New +$664K 0.39% 37
2022
Q4
Sell
-804
Closed -$213K 41
2022
Q3
$213K Buy
+804
New +$213K 0.25% 31
2022
Q1
Sell
-711
Closed -$250K 42
2021
Q4
$250K Buy
+711
New +$250K 0.24% 33