O'Connor Financial Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
866
+76
+10% +$24K 0.12% 54
2025
Q1
$205K Sell
790
-12
-1% -$3.11K 0.11% 54
2024
Q4
$324K Buy
802
+16
+2% +$6.46K 0.17% 41
2024
Q3
$206K Buy
+786
New +$206K 0.11% 55