Atria Wealth Solutions’s NIO NIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $83.7K | Sell |
24,262
-24,660
| -50% | -$85K | ﹤0.01% | 1439 |
|
2025
Q1 | $186K | Sell |
48,922
-350
| -0.7% | -$1.33K | ﹤0.01% | 1727 |
|
2024
Q4 | $215K | Sell |
49,272
-9,858
| -17% | -$43K | ﹤0.01% | 1757 |
|
2024
Q3 | $395K | Sell |
59,130
-592
| -1% | -$3.96K | ﹤0.01% | 1347 |
|
2024
Q2 | $248K | Sell |
59,722
-5,747
| -9% | -$23.9K | ﹤0.01% | 1599 |
|
2024
Q1 | $295K | Buy |
65,469
+19,085
| +41% | +$85.9K | ﹤0.01% | 1556 |
|
2023
Q4 | $421K | Buy |
46,384
+5,430
| +13% | +$49.3K | 0.01% | 1290 |
|
2023
Q3 | $370K | Buy |
40,954
+3,779
| +10% | +$34.2K | 0.01% | 1277 |
|
2023
Q2 | $360K | Buy |
37,175
+5,180
| +16% | +$50.2K | ﹤0.01% | 1325 |
|
2023
Q1 | $336K | Sell |
31,995
-132
| -0.4% | -$1.39K | 0.01% | 1342 |
|
2022
Q4 | $313K | Sell |
32,127
-9,899
| -24% | -$96.5K | 0.01% | 1330 |
|
2022
Q3 | $663K | Buy |
42,026
+23,157
| +123% | +$365K | 0.01% | 883 |
|
2022
Q2 | $410K | Sell |
18,869
-20,925
| -53% | -$455K | 0.01% | 1039 |
|
2022
Q1 | $838K | Buy |
+39,794
| New | +$838K | 0.01% | 804 |
|