Allworth Financial’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.98K | Buy |
2,327
+943
| +68% | +$3.24K | ﹤0.01% | 2997 |
|
|
2025
Q1 | $5.79K | Sell |
1,384
-1,662
| -55% | -$6.95K | ﹤0.01% | 2676 |
|
|
2024
Q4 | $13K | Sell |
3,046
-3,084
| -50% | -$13.2K | ﹤0.01% | 2327 |
|
|
2024
Q3 | $40.9K | Buy |
6,130
+810
| +15% | +$5.41K | ﹤0.01% | 1496 |
|
|
2024
Q2 | $23.7K | Buy |
5,320
+913
| +21% | +$4.07K | ﹤0.01% | 1775 |
|
|
2024
Q1 | $19.8K | Buy |
4,407
+1,485
| +51% | +$6.68K | ﹤0.01% | 1780 |
|
|
2023
Q4 | $26.5K | Sell |
2,922
-1,510
| -34% | -$13.7K | ﹤0.01% | 1489 |
|
|
2023
Q3 | $40.1K | Buy |
4,432
+55
| +1% | +$497 | ﹤0.01% | 1201 |
|
|
2023
Q2 | $42.4K | Buy |
4,377
+2,703
| +161% | +$26.2K | ﹤0.01% | 1172 |
|
|
2023
Q1 | $17.6K | Sell |
1,674
-366
| -18% | -$3.85K | ﹤0.01% | 1537 |
|
|
2022
Q4 | $19.9K | Buy |
2,040
+1,565
| +329% | +$15.3K | ﹤0.01% | 1367 |
|
|
2022
Q3 | $7K | Sell |
475
-30
| -6% | -$442 | ﹤0.01% | 1784 |
|
|
2022
Q2 | $11K | Sell |
505
-1,359
| -73% | -$29.6K | ﹤0.01% | 1536 |
|
|
2022
Q1 | $39K | Buy |
1,864
+1,402
| +303% | +$29.3K | ﹤0.01% | 980 |
|
|
2021
Q4 | $15K | Sell |
462
-210
| -31% | -$6.82K | ﹤0.01% | 1236 |
|
|
2021
Q3 | $24K | Buy |
672
+638
| +1,876% | +$22.8K | ﹤0.01% | 973 |
|
|
2021
Q2 | $2K | Sell |
34
-125
| -79% | -$7.35K | ﹤0.01% | 1385 |
|
|
2021
Q1 | $6K | Sell |
159
-860
| -84% | -$32.5K | ﹤0.01% | 1096 |
|
|
2020
Q4 | $50K | Buy |
+1,019
| New | +$50K | ﹤0.01% | 482 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$1K | – | 996 |
|
|
2019
Q2 | $1K | Buy |
300
+200
| +200% | +$667 | ﹤0.01% | 896 |
|
|
2019
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 910 |
|