Syntegra Private Wealth 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
$634K Buy
1,996
+87
+5% +$27.6K 0.06% 75
2025
Q1
$495K Buy
1,909
+386
+25% +$100K 0.06% 83
2024
Q4
$615K Sell
1,523
-110
-7% -$44.4K 0.07% 66
2024
Q3
$427K Sell
1,633
-93
-5% -$24.3K 0.05% 96
2024
Q2
$342K Buy
1,726
+152
+10% +$30.1K 0.04% 103
2024
Q1
$277K Buy
1,574
+39
+3% +$6.86K 0.04% 118
2023
Q4
$381K Buy
1,535
+253
+20% +$62.9K 0.05% 83
2023
Q3
$321K Sell
1,282
-84
-6% -$21K 0.05% 90
2023
Q2
$358K Hold
1,366
0.05% 90
2023
Q1
$283K Buy
+1,366
New +$283K 0.05% 98