Plan Group 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 | $853K | Buy |
2,686
+1,845
| +219% | +$586K | 0.28% | 87 |
|
|
2025
Q1 | $218K | Buy |
+841
| New | +$218K | 0.08% | 139 |
|
|
2024
Q1 | – | Sell |
-832
| Closed | -$207K | – | 98 |
|
|
2023
Q4 | $207K | Sell |
832
-67
| -7% | -$16.6K | 0.18% | 66 |
|
|
2023
Q3 | $225K | Buy |
+899
| New | +$225K | 0.16% | 63 |
|