Cambridge Investment Research Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $880K | Buy |
256,504
+151,255
| +144% | +$519K | ﹤0.01% | 2057 |
|
2025
Q1 | $401K | Sell |
105,249
-1,631
| -2% | -$6.21K | ﹤0.01% | 2638 |
|
2024
Q4 | $466K | Sell |
106,880
-6,386
| -6% | -$27.8K | ﹤0.01% | 2492 |
|
2024
Q3 | $757K | Sell |
113,266
-970
| -0.8% | -$6.48K | ﹤0.01% | 2075 |
|
2024
Q2 | $475K | Buy |
114,236
+10,708
| +10% | +$44.5K | ﹤0.01% | 2340 |
|
2024
Q1 | $466K | Buy |
103,528
+9,592
| +10% | +$43.2K | ﹤0.01% | 2334 |
|
2023
Q4 | $852K | Sell |
93,936
-25,813
| -22% | -$234K | ﹤0.01% | 1755 |
|
2023
Q3 | $1.08M | Buy |
119,749
+1,205
| +1% | +$10.9K | 0.01% | 1523 |
|
2023
Q2 | $1.15M | Buy |
118,544
+12,784
| +12% | +$124K | 0.01% | 1512 |
|
2023
Q1 | $1.11M | Buy |
105,760
+2,488
| +2% | +$26.2K | 0.01% | 1505 |
|
2022
Q4 | $1.01M | Buy |
103,272
+68
| +0.1% | +$663 | 0.01% | 1512 |
|
2022
Q3 | $1.63M | Sell |
103,204
-47
| -0% | -$741 | 0.01% | 1157 |
|
2022
Q2 | $2.24M | Sell |
103,251
-22,839
| -18% | -$496K | 0.01% | 986 |
|
2022
Q1 | $2.65M | Buy |
126,090
+11,419
| +10% | +$240K | 0.01% | 981 |
|
2021
Q4 | $3.63M | Buy |
114,671
+5,390
| +5% | +$171K | 0.02% | 810 |
|
2021
Q3 | $3.89M | Sell |
109,281
-22,648
| -17% | -$807K | 0.02% | 723 |
|
2021
Q2 | $7.02M | Buy |
131,929
+23,250
| +21% | +$1.24M | 0.03% | 493 |
|
2021
Q1 | $4.24M | Sell |
108,679
-17,730
| -14% | -$691K | 0.02% | 629 |
|
2020
Q4 | $6.16M | Buy |
126,409
+57,024
| +82% | +$2.78M | 0.04% | 450 |
|
2020
Q3 | $1.47M | Buy |
69,385
+7,664
| +12% | +$163K | 0.01% | 966 |
|
2020
Q2 | $476K | Sell |
61,721
-1,134
| -2% | -$8.75K | ﹤0.01% | 1584 |
|
2020
Q1 | $175K | Buy |
62,855
+11,355
| +22% | +$31.6K | ﹤0.01% | 1986 |
|
2019
Q4 | $207K | Sell |
51,500
-6,251
| -11% | -$25.1K | ﹤0.01% | 2189 |
|
2019
Q3 | $90K | Buy |
+57,751
| New | +$90K | ﹤0.01% | 2238 |
|
2019
Q2 | – | Sell |
-42,790
| Closed | -$218K | – | 2299 |
|
2019
Q1 | $218K | Buy |
+42,790
| New | +$218K | ﹤0.01% | 2014 |
|