Keynote Financial Services’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$646K Sell
2,034
-152
-7% -$48.3K 0.43% 72
2025
Q1
$567K Sell
2,186
-78
-3% -$20.2K 0.4% 68
2024
Q4
$914K Sell
2,264
-136
-6% -$54.9K 0.7% 43
2024
Q3
$628K Sell
2,400
-8
-0.3% -$2.09K 0.48% 63
2024
Q2
$476K Buy
2,408
+67
+3% +$13.3K 0.4% 70
2024
Q1
$412K Buy
+2,341
New +$412K 0.35% 80