Trinity Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
1,219
+1
| +0.1% | +$318 | 0.12% | 65 |
|
|
2025
Q1 | $326K | Sell |
1,218
-54
| -4% | -$14.4K | 0.12% | 63 |
|
|
2024
Q4 | $482K | Buy |
1,272
+253
| +25% | +$96K | 0.18% | 44 |
|
|
2024
Q3 | $253K | Buy |
+1,019
| New | +$253K | 0.11% | 71 |
|
|
2023
Q3 | – | Sell |
-831
| Closed | -$218K | – | 81 |
|
|
2023
Q2 | $218K | Buy |
+831
| New | +$218K | 0.12% | 74 |
|
|
2022
Q2 | – | Sell |
-633
| Closed | -$227K | – | 56 |
|
|
2022
Q1 | $227K | Hold |
633
| – | – | 0.14% | 60 |
|
|
2021
Q4 | $223K | Buy |
+633
| New | +$223K | 0.13% | 58 |
|
|
2021
Q1 | – | Sell |
-933
| Closed | -$219K | – | 54 |
|
|
2020
Q4 | $219K | Buy |
+933
| New | +$219K | 0.2% | 56 |
|