Root Financial Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
8,143
-775
| -9% | -$246K | 0.25% | 39 |
|
|
2025
Q1 | $2.31M | Sell |
8,918
-955
| -10% | -$248K | 0.25% | 34 |
|
|
2024
Q4 | $3.99M | Buy |
9,873
+2,462
| +33% | +$994K | 0.49% | 24 |
|
|
2024
Q3 | $1.94M | Buy |
7,411
+3,688
| +99% | +$965K | 0.31% | 29 |
|
|
2024
Q2 | $737K | Buy |
3,723
+1,121
| +43% | +$222K | 0.17% | 47 |
|
|
2024
Q1 | $457K | Buy |
2,602
+462
| +22% | +$81.2K | 0.14% | 60 |
|
|
2023
Q4 | $532K | Buy |
2,140
+513
| +32% | +$127K | 0.2% | 50 |
|
|
2023
Q3 | $407K | Sell |
1,627
-54
| -3% | -$13.5K | 0.22% | 48 |
|
|
2023
Q2 | $440K | Buy |
1,681
+59
| +4% | +$15.4K | 0.26% | 45 |
|
|
2023
Q1 | $336K | Buy |
+1,622
| New | +$336K | 0.24% | 48 |
|