Omega 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 | $576K | Buy |
1,814
+289
| +19% | +$91.8K | 0.21% | 59 |
|
|
2025
Q1 | $395K | Buy |
1,525
+596
| +64% | +$154K | 0.15% | 65 |
|
|
2024
Q4 | $375K | Buy |
+929
| New | +$375K | 0.14% | 66 |
|
|
2024
Q1 | – | Sell |
-1,090
| Closed | -$271K | – | 82 |
|
|
2023
Q4 | $271K | Buy |
1,090
+192
| +21% | +$47.7K | 0.12% | 73 |
|
|
2023
Q3 | $225K | Hold |
898
| – | – | 0.11% | 77 |
|
|
2023
Q2 | $235K | Sell |
898
-91
| -9% | -$23.8K | 0.11% | 79 |
|
|
2023
Q1 | $205K | Buy |
+989
| New | +$205K | 0.09% | 82 |
|
|
2022
Q3 | – | Sell |
-1,020
| Closed | -$229K | – | 81 |
|
|
2022
Q2 | $229K | Buy |
1,020
+51
| +5% | +$11.5K | 0.11% | 78 |
|
|
2022
Q1 | $348K | Hold |
969
| – | – | 0.15% | 61 |
|
|
2021
Q4 | $341K | Buy |
969
+36
| +4% | +$12.7K | 0.15% | 55 |
|
|
2021
Q3 | $241K | Hold |
933
| – | – | 0.11% | 62 |
|
|
2021
Q2 | $211K | Hold |
933
| – | – | 0.1% | 61 |
|
|
2021
Q1 | $208K | Buy |
+933
| New | +$208K | 0.11% | 62 |
|