Marshall Financial Group (Maryland)’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.07M Sell
2025
Q2
$728K Buy
2025
Q1
$608K Sell
2024
Q4
$993K Sell
2024
Q3
$666K Buy
2024
Q2
$486K Sell
2024
Q1
$1.74M Buy
2023
Q4
$2.31M Sell
2023
Q3
$2.41M Buy
2023
Q2
$2.53M Buy
2023
Q1
$1.59M Buy
2022
Q4
$372K Buy
2022
Q3
$642K Sell
2022
Q2
$601K Buy
2022
Q1
$742K Buy
2021
Q4
$720K Buy
2021
Q3
$496K Buy
2021
Q2
$432K Sell
2021
Q1
$437K Buy
2020
Q4
$437K Buy