CAPTRUST Financial Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,651
| Closed | -$40.6K | – | 2569 |
|
|
2025
Q1 | $40.6K | Buy |
+10,651
| New | +$40.6K | ﹤0.01% | 2294 |
|
|
2024
Q2 | – | Sell |
-10,939
| Closed | -$49.2K | – | 2234 |
|
|
2024
Q1 | $49.2K | Sell |
10,939
-4,680
| -30% | -$21.1K | ﹤0.01% | 2088 |
|
|
2023
Q4 | $142K | Sell |
15,619
-1,049
| -6% | -$9.52K | ﹤0.01% | 2477 |
|
|
2023
Q3 | $151K | Buy |
16,668
+1,630
| +11% | +$14.7K | ﹤0.01% | 2362 |
|
|
2023
Q2 | $146K | Sell |
15,038
-1,538
| -9% | -$14.9K | ﹤0.01% | 2332 |
|
|
2023
Q1 | $174K | Buy |
16,576
+4,717
| +40% | +$49.6K | ﹤0.01% | 2080 |
|
|
2022
Q4 | $116K | Buy |
11,859
+710
| +6% | +$6.92K | ﹤0.01% | 2038 |
|
|
2022
Q3 | $176K | Sell |
11,149
-1,046
| -9% | -$16.5K | ﹤0.01% | 1846 |
|
|
2022
Q2 | $265K | Buy |
12,195
+546
| +5% | +$11.9K | ﹤0.01% | 1498 |
|
|
2022
Q1 | $245K | Buy |
11,649
+2,896
| +33% | +$60.9K | ﹤0.01% | 1584 |
|
|
2021
Q4 | $277K | Buy |
8,753
+2,656
| +44% | +$84.1K | ﹤0.01% | 1436 |
|
|
2021
Q3 | $217K | Sell |
6,097
-1,462
| -19% | -$52K | ﹤0.01% | 1497 |
|
|
2021
Q2 | $402K | Buy |
7,559
+597
| +9% | +$31.7K | ﹤0.01% | 1087 |
|
|
2021
Q1 | $271K | Buy |
6,962
+1,462
| +27% | +$56.9K | ﹤0.01% | 1289 |
|
|
2020
Q4 | $268K | Buy |
5,500
+1,400
| +34% | +$68.2K | ﹤0.01% | 1076 |
|
|
2020
Q3 | $89K | Buy |
4,100
+2,600
| +173% | +$56.4K | ﹤0.01% | 1384 |
|
|
2020
Q2 | $12K | Buy |
+1,500
| New | +$12K | ﹤0.01% | 2121 |
|