Steward Financial Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$427K Sell
1,707
-52
-3% -$13K 0.14% 40
2023
Q2
$460K Buy
1,759
+488
+38% +$128K 0.15% 39
2023
Q1
$263K Sell
1,271
-126
-9% -$26.1K 0.09% 38
2022
Q4
$172K Sell
1,397
-22
-2% -$2.71K 0.09% 39
2022
Q3
$376K Hold
1,419
0.28% 31
2022
Q2
$318K Buy
1,419
+21
+2% +$4.71K 0.26% 27
2022
Q1
$502K Sell
1,398
-225
-14% -$80.8K 0.45% 14
2021
Q4
$571K Buy
+1,623
New +$571K 0.53% 10