Orin Green Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Hold |
3,763
| – | – | 0.51% | 32 |
|
2025
Q1 | $856K | Buy |
+3,763
| New | +$856K | 0.4% | 36 |
|
2024
Q4 | – | Sell |
-3,951
| Closed | -$1.03M | – | 28 |
|
2024
Q3 | $1.03M | Buy |
3,951
+60
| +2% | +$15.7K | 0.45% | 35 |
|
2024
Q2 | $770K | Buy |
+3,891
| New | +$770K | 0.35% | 39 |
|
2024
Q1 | – | Sell |
-3,633
| Closed | -$903K | – | 44 |
|
2023
Q4 | $903K | Hold |
3,633
| – | – | 0.45% | 36 |
|
2023
Q3 | $909K | Hold |
3,633
| – | – | 0.5% | 33 |
|
2023
Q2 | $951K | Hold |
3,633
| – | – | 0.5% | 35 |
|
2023
Q1 | $754K | Buy |
3,633
+2
| +0.1% | +$415 | 0.41% | 37 |
|
2022
Q4 | $447K | Buy |
3,631
+10
| +0.3% | +$1.23K | 0.26% | 45 |
|
2022
Q3 | $961K | Buy |
3,621
+216
| +6% | +$57.3K | 0.62% | 30 |
|
2022
Q2 | $789K | Buy |
3,405
+39
| +1% | +$9.04K | 0.49% | 34 |
|
2022
Q1 | $1.21M | Hold |
3,366
| – | – | 0.79% | 23 |
|
2021
Q4 | $1.02M | Sell |
3,366
-18
| -0.5% | -$5.43K | 0.74% | 28 |
|
2021
Q3 | $875K | Buy |
3,384
+9
| +0.3% | +$2.33K | 0.61% | 32 |
|
2021
Q2 | $765K | Hold |
3,375
| – | – | 0.54% | 33 |
|
2021
Q1 | $751K | Sell |
3,375
-300
| -8% | -$66.8K | 0.61% | 32 |
|
2020
Q4 | $864K | Buy |
+3,675
| New | +$864K | 0.69% | 30 |
|