Sterling Financial Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$867K Sell
2,730
-52
-2% -$16.5K 0.29% 35
2025
Q1
$721K Buy
2,782
+88
+3% +$22.8K 0.26% 35
2024
Q4
$1.09M Buy
2,694
+156
+6% +$63K 0.4% 32
2024
Q3
$664K Buy
2,538
+147
+6% +$38.5K 0.28% 35
2024
Q2
$473K Sell
2,391
-250
-9% -$49.5K 0.21% 39
2024
Q1
$464K Buy
2,641
+1,154
+78% +$203K 0.22% 38
2023
Q4
$369K Sell
1,487
-72
-5% -$17.9K 0.22% 41
2023
Q3
$390K Buy
1,559
+31
+2% +$7.76K 0.25% 37
2023
Q2
$400K Buy
+1,528
New +$400K 0.27% 39