Northeast Financial Consultants’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$554K Buy
1,745
+864
+98% +$274K 0.02% 196
2025
Q1
$228K Buy
881
+200
+29% +$51.8K 0.01% 261
2024
Q4
$275K Buy
+681
New +$275K 0.01% 248
2024
Q3
Sell
-1,100
Closed -$218K 297
2024
Q2
$218K Sell
1,100
-901
-45% -$178K 0.01% 256
2024
Q1
$352K Hold
2,001
0.02% 224
2023
Q4
$497K Buy
2,001
+7
+0.4% +$1.74K 0.03% 184
2023
Q3
$499K Buy
1,994
+252
+14% +$63.1K 0.03% 178
2023
Q2
$456K Hold
1,742
0.03% 191
2023
Q1
$361K Sell
1,742
-350
-17% -$72.6K 0.02% 228
2022
Q4
$258K Buy
2,092
+4
+0.2% +$493 0.02% 259
2022
Q3
$554K Sell
2,088
-1,380
-40% -$366K 0.04% 176
2022
Q2
$778K Sell
3,468
-120
-3% -$26.9K 0.05% 153
2022
Q1
$1.29M Hold
3,588
0.07% 138
2021
Q4
$1.26M Buy
3,588
+156
+5% +$55K 0.08% 135
2021
Q3
$887K Sell
3,432
-330
-9% -$85.3K 0.06% 167
2021
Q2
$852K Sell
3,762
-30
-0.8% -$6.79K 0.06% 174
2021
Q1
$844K Buy
3,792
+510
+16% +$114K 0.06% 156
2020
Q4
$772K Sell
3,282
-18
-0.5% -$4.23K 0.06% 152
2020
Q3
$472K Buy
+3,300
New +$472K 0.04% 178