Sovereign Financial Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $829K | Sell |
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|
2025
Q2 | $645K | Sell |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $806K | Buy |
|
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|
2024
Q3 | $509K | Sell |
|
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|
2024
Q2 | $428K | Buy |
|
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|
2024
Q1 | $365K | Buy |
|
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|
2023
Q4 | $491K | Buy |
|
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|
2023
Q3 | $464K | Sell |
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|
2023
Q2 | $679K | Buy |
|
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|
2023
Q1 | $299K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $224K | Sell |
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|
2021
Q3 | $246K | Buy |
|