Center for Financial Planning’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78K | Buy |
1,975
+750
| +61% | +$2.57K | ﹤0.01% | 493 |
|
|
2025
Q1 | $4.67K | Buy |
1,225
+1,000
| +444% | +$3.81K | ﹤0.01% | 535 |
|
|
2024
Q4 | $981 | Sell |
225
-130
| -37% | -$567 | ﹤0.01% | 611 |
|
|
2024
Q3 | $2.37K | Hold |
355
| – | – | ﹤0.01% | 491 |
|
|
2024
Q2 | $1.48K | Hold |
355
| – | – | ﹤0.01% | 515 |
|
|
2024
Q1 | $1.6K | Hold |
355
| – | – | ﹤0.01% | 538 |
|
|
2023
Q4 | $3.22K | Hold |
355
| – | – | ﹤0.01% | 443 |
|
|
2023
Q3 | $3.21K | Hold |
355
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $3.44K | Hold |
355
| – | – | ﹤0.01% | 469 |
|
|
2023
Q1 | $3.73K | Hold |
355
| – | – | ﹤0.01% | 430 |
|
|
2022
Q4 | $3.46K | Hold |
355
| – | – | ﹤0.01% | 434 |
|
|
2022
Q3 | $6K | Hold |
355
| – | – | ﹤0.01% | 409 |
|
|
2022
Q2 | $8K | Hold |
355
| – | – | ﹤0.01% | 381 |
|
|
2022
Q1 | $7K | Hold |
355
| – | – | ﹤0.01% | 412 |
|
|
2021
Q4 | $11K | Hold |
355
| – | – | ﹤0.01% | 370 |
|
|
2021
Q3 | $13K | Buy |
355
+225
| +173% | +$8.24K | ﹤0.01% | 339 |
|
|
2021
Q2 | $7K | Hold |
130
| – | – | ﹤0.01% | 400 |
|
|
2021
Q1 | $5K | Hold |
130
| – | – | ﹤0.01% | 446 |
|
|
2020
Q4 | $6K | Buy |
+130
| New | +$6K | ﹤0.01% | 388 |
|