Symphony Financial Services’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
902
-50
-5% -$16.7K 0.18% 60
2025
Q1
$247K Buy
952
+318
+50% +$82.4K 0.16% 66
2024
Q4
$283K Sell
634
-1,025
-62% -$458K 0.23% 55
2024
Q3
$166K Buy
1,659
+975
+143% +$97.5K 0.14% 76
2024
Q2
$432K Buy
+684
New +$432K 0.37% 48