Avantax Advisory Services’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Sell |
37,825
-118
| -0.3% | -$405 | ﹤0.01% | 2264 |
|
|
2025
Q1 | $145K | Buy |
37,943
+5,306
| +16% | +$20.2K | ﹤0.01% | 2131 |
|
|
2024
Q4 | $142K | Buy |
32,637
+6,239
| +24% | +$27.2K | ﹤0.01% | 2097 |
|
|
2024
Q3 | $176K | Buy |
26,398
+3,225
| +14% | +$21.5K | ﹤0.01% | 2018 |
|
|
2024
Q2 | $96.4K | Buy |
23,173
+4,548
| +24% | +$18.9K | ﹤0.01% | 2014 |
|
|
2024
Q1 | $83.8K | Sell |
18,625
-1,358
| -7% | -$6.11K | ﹤0.01% | 1599 |
|
|
2023
Q4 | $181K | Buy |
19,983
+2,092
| +12% | +$19K | ﹤0.01% | 1489 |
|
|
2023
Q3 | $162K | Sell |
17,891
-6,396
| -26% | -$57.8K | ﹤0.01% | 1453 |
|
|
2023
Q2 | $235K | Buy |
24,287
+9,336
| +62% | +$90.5K | ﹤0.01% | 1321 |
|
|
2023
Q1 | $157K | Sell |
14,951
-11,685
| -44% | -$123K | ﹤0.01% | 1398 |
|
|
2022
Q4 | $260K | Buy |
26,636
+2,171
| +9% | +$21.2K | ﹤0.01% | 1179 |
|
|
2022
Q3 | $386K | Buy |
24,465
+190
| +0.8% | +$3K | 0.01% | 894 |
|
|
2022
Q2 | $527K | Sell |
24,275
-3,920
| -14% | -$85.1K | 0.01% | 765 |
|
|
2022
Q1 | $595K | Buy |
28,195
+1,897
| +7% | +$40K | 0.01% | 727 |
|
|
2021
Q4 | $833K | Sell |
26,298
-732
| -3% | -$23.2K | 0.01% | 579 |
|
|
2021
Q3 | $965K | Buy |
27,030
+2,646
| +11% | +$94.5K | 0.02% | 503 |
|
|
2021
Q2 | $1.3M | Buy |
24,384
+705
| +3% | +$37.6K | 0.02% | 419 |
|
|
2021
Q1 | $921K | Buy |
23,679
+8,437
| +55% | +$328K | 0.02% | 448 |
|
|
2020
Q4 | $741K | Sell |
15,242
-16,193
| -52% | -$787K | 0.02% | 436 |
|
|
2020
Q3 | $666K | Buy |
+31,435
| New | +$666K | 0.01% | 699 |
|