Stage Harbor 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
$340K Sell
1,071
-48
-4% -$15.2K 0.28% 39
2025
Q1
$290K Sell
1,119
-173
-13% -$44.8K 0.25% 47
2024
Q4
$522K Hold
1,292
0.45% 28
2024
Q3
$281K Buy
1,292
+212
+20% +$46.2K 0.26% 39
2024
Q2
$214K Buy
+1,080
New +$214K 0.21% 39
2024
Q1
Sell
-815
Closed -$203K 45
2023
Q4
$203K Buy
+815
New +$203K 0.2% 39