Cambridge Investment Research Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,340
| Closed | -$19K | – | 3670 |
|
|
2024
Q4 | $19K | Buy |
+16,340
| New | +$19K | ﹤0.01% | 3426 |
|
|
2024
Q2 | – | Sell |
-2,652
| Closed | -$83K | – | 3456 |
|
|
2024
Q1 | $83K | Sell |
2,652
-20
| -0.7% | -$626 | ﹤0.01% | 3170 |
|
|
2023
Q4 | $70K | Buy |
2,672
+582
| +28% | +$15.2K | ﹤0.01% | 3075 |
|
|
2023
Q3 | $98K | Buy |
2,090
+301
| +17% | +$14.1K | ﹤0.01% | 2966 |
|
|
2023
Q2 | $74K | Sell |
1,789
-132
| -7% | -$5.46K | ﹤0.01% | 3047 |
|
|
2023
Q1 | $70K | Buy |
1,921
+54
| +3% | +$1.97K | ﹤0.01% | 3002 |
|
|
2022
Q4 | $121K | Sell |
1,867
-162
| -8% | -$10.5K | ﹤0.01% | 2876 |
|
|
2022
Q3 | $214K | Buy |
2,029
+212
| +12% | +$22.4K | ﹤0.01% | 2645 |
|
|
2022
Q2 | $260K | Sell |
1,817
-818
| -31% | -$117K | ﹤0.01% | 2511 |
|
|
2022
Q1 | $847K | Buy |
2,635
+117
| +5% | +$37.6K | ﹤0.01% | 1690 |
|
|
2021
Q4 | $746K | Buy |
2,518
+123
| +5% | +$36.4K | ﹤0.01% | 1783 |
|
|
2021
Q3 | $767K | Buy |
2,395
+202
| +9% | +$64.7K | ﹤0.01% | 1737 |
|
|
2021
Q2 | $1.19M | Buy |
+2,193
| New | +$1.19M | 0.01% | 1413 |
|
|
2021
Q1 | – | Sell |
-1,748
| Closed | -$800K | – | 3009 |
|
|
2020
Q4 | $800K | Sell |
1,748
-118
| -6% | -$54K | ﹤0.01% | 1459 |
|
|
2020
Q3 | $1.15M | Buy |
1,866
+1,288
| +223% | +$792K | 0.01% | 1108 |
|
|
2020
Q2 | $1.17M | Buy |
+578
| New | +$1.17M | 0.01% | 1031 |
|