Marshall Financial Group (Maryland)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
2,477
+131
| +6% | +$38.5K | 0.14% | 161 |
|
|
2025
Q1 | $608K | Sell |
2,346
-112
| -5% | -$29K | 0.13% | 156 |
|
|
2024
Q4 | $993K | Sell |
2,458
-88
| -3% | -$35.5K | 0.24% | 110 |
|
|
2024
Q3 | $666K | Buy |
2,546
+92
| +4% | +$24.1K | 0.16% | 146 |
|
|
2024
Q2 | $486K | Sell |
2,454
-7,417
| -75% | -$1.47M | 0.14% | 132 |
|
|
2024
Q1 | $1.74M | Buy |
9,871
+573
| +6% | +$101K | 0.5% | 56 |
|
|
2023
Q4 | $2.31M | Sell |
9,298
-353
| -4% | -$87.7K | 0.74% | 32 |
|
|
2023
Q3 | $2.41M | Buy |
9,651
+1
| +0% | +$250 | 0.87% | 25 |
|
|
2023
Q2 | $2.53M | Buy |
9,650
+1,977
| +26% | +$518K | 0.86% | 27 |
|
|
2023
Q1 | $1.59M | Buy |
7,673
+4,652
| +154% | +$965K | 0.57% | 49 |
|
|
2022
Q4 | $372K | Buy |
3,021
+600
| +25% | +$73.9K | 0.14% | 132 |
|
|
2022
Q3 | $642K | Sell |
2,421
-258
| -10% | -$68.4K | 0.27% | 118 |
|
|
2022
Q2 | $601K | Buy |
2,679
+612
| +30% | +$137K | 0.24% | 128 |
|
|
2022
Q1 | $742K | Buy |
2,067
+24
| +1% | +$8.62K | 0.3% | 124 |
|
|
2021
Q4 | $720K | Buy |
2,043
+126
| +7% | +$44.4K | 0.27% | 132 |
|
|
2021
Q3 | $496K | Buy |
1,917
+9
| +0.5% | +$2.33K | 0.26% | 122 |
|
|
2021
Q2 | $432K | Sell |
1,908
-54
| -3% | -$12.2K | 0.23% | 127 |
|
|
2021
Q1 | $437K | Buy |
1,962
+105
| +6% | +$23.4K | 0.26% | 101 |
|
|
2020
Q4 | $437K | Buy |
+1,857
| New | +$437K | 0.29% | 96 |
|