Oak Family Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Buy |
+118
| New | +$37.5K | 0.01% | 92 |
|
|
2025
Q1 | – | Sell |
-112
| Closed | -$45.2K | – | 115 |
|
|
2024
Q4 | $45.2K | Buy |
+112
| New | +$45.2K | 0.02% | 114 |
|
|
2022
Q4 | – | Sell |
-1,864
| Closed | -$494K | – | 114 |
|
|
2022
Q3 | $494K | Sell |
1,864
-830
| -31% | -$220K | 0.26% | 64 |
|
|
2022
Q2 | $605K | Sell |
2,694
-285
| -10% | -$64K | 0.3% | 57 |
|
|
2022
Q1 | $1.07M | Sell |
2,979
-1,227
| -29% | -$441K | 0.42% | 49 |
|
|
2021
Q4 | $1.48M | Buy |
+4,206
| New | +$1.48M | 0.55% | 45 |
|