Synergy 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 | $4.18M | Buy |
13,143
+1,201
| +10% | +$382K | 3.07% | 9 |
|
|
2025
Q1 | $3.09M | Buy |
11,942
+3,568
| +43% | +$925K | 2.78% | 9 |
|
|
2024
Q4 | $3.38M | Buy |
8,374
+64
| +0.8% | +$25.8K | 2.82% | 11 |
|
|
2024
Q3 | $2.17M | Buy |
8,310
+1,406
| +20% | +$368K | 2.06% | 12 |
|
|
2024
Q2 | $1.37M | Buy |
6,904
+723
| +12% | +$143K | 1.43% | 16 |
|
|
2024
Q1 | $1.09M | Sell |
6,181
-44
| -0.7% | -$7.74K | 1.22% | 18 |
|
|
2023
Q4 | $1.55M | Sell |
6,225
-181
| -3% | -$45K | 1.9% | 14 |
|
|
2023
Q3 | $1.6M | Sell |
6,406
-26
| -0.4% | -$6.51K | 2.24% | 12 |
|
|
2023
Q2 | $1.68M | Buy |
6,432
+438
| +7% | +$115K | 2.27% | 13 |
|
|
2023
Q1 | $1.24M | Sell |
5,994
-165
| -3% | -$34.2K | 2.02% | 13 |
|
|
2022
Q4 | $759K | Sell |
6,159
-882
| -13% | -$109K | 1.5% | 19 |
|
|
2022
Q3 | $1.87M | Buy |
7,041
+255
| +4% | +$67.7K | 2.8% | 6 |
|
|
2022
Q2 | $1.52M | Buy |
6,786
+81
| +1% | +$18.2K | 2.39% | 9 |
|
|
2022
Q1 | $2.41M | Buy |
6,705
+726
| +12% | +$261K | 2.53% | 8 |
|
|
2021
Q4 | $2.11M | Buy |
+5,979
| New | +$2.11M | 1.89% | 13 |
|