CAPTRUST Financial Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $40.6K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $49.2K | Sell |
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|
2023
Q4 | $142K | Sell |
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|
2023
Q3 | $151K | Buy |
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|
2023
Q2 | $146K | Sell |
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|
2023
Q1 | $174K | Buy |
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|
2022
Q4 | $116K | Buy |
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|
2022
Q3 | $176K | Sell |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $217K | Sell |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q4 | $268K | Buy |
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|
2020
Q3 | $89K | Buy |
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|
2020
Q2 | $12K | Buy |
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