Kapstone 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
Q1 | – | Sell |
-2,174
| Closed | -$846K | – | 117 |
|
|
2024
Q4 | $846K | Buy |
2,174
+101
| +5% | +$39.3K | 0.45% | 37 |
|
|
2024
Q3 | $540K | Hold |
2,073
| – | – | 0.33% | 56 |
|
|
2024
Q2 | $410K | Sell |
2,073
-103
| -5% | -$20.4K | 0.27% | 62 |
|
|
2024
Q1 | $383K | Hold |
2,176
| – | – | 0.26% | 67 |
|
|
2023
Q4 | $397K | Buy |
2,176
+52
| +2% | +$9.5K | 0.31% | 62 |
|
|
2023
Q3 | $531K | Hold |
2,124
| – | – | 0.48% | 44 |
|
|
2023
Q2 | $555K | Hold |
2,124
| – | – | 0.46% | 52 |
|
|
2023
Q1 | $395K | Buy |
2,124
+103
| +5% | +$19.1K | 0.36% | 61 |
|
|
2022
Q4 | $380K | Buy |
+2,021
| New | +$380K | 0.35% | 64 |
|