Highland Financial Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
+781
New +$248K 0.08% 51
2025
Q1
Sell
-1,515
Closed -$612K 60
2024
Q4
$612K Buy
+1,515
New +$612K 0.21% 31