Leeward 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
Q1 | – | Sell |
-518
| Closed | -$209K | – | 96 |
|
2024
Q4 | $209K | Buy |
+518
| New | +$209K | 0.07% | 90 |
|
2024
Q1 | – | Sell |
-1,229
| Closed | -$305K | – | 99 |
|
2023
Q4 | $305K | Buy |
1,229
+91
| +8% | +$22.6K | 0.15% | 71 |
|
2023
Q3 | $285K | Buy |
1,138
+35
| +3% | +$8.76K | 0.16% | 66 |
|
2023
Q2 | $289K | Buy |
+1,103
| New | +$289K | 0.17% | 71 |
|
2022
Q4 | – | Sell |
-1,500
| Closed | -$398K | – | 70 |
|
2022
Q3 | $398K | Buy |
1,500
+75
| +5% | +$19.9K | 0.29% | 56 |
|
2022
Q2 | $320K | Buy |
1,425
+336
| +31% | +$75.5K | 0.22% | 57 |
|
2022
Q1 | $391K | Buy |
1,089
+465
| +75% | +$167K | 0.24% | 53 |
|
2021
Q4 | $220K | Buy |
+624
| New | +$220K | 0.14% | 66 |
|