CFFP
NKLA

Center for Financial Planning’s Nikola Corporation Common Stock NKLA Stock Holding History

Center for Financial Planning’s Portfolio NKLA Stock Details NKLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-44
Closed -$53 – 750
2024
Q4 		$53 Hold
44
– – ﹤0.01% 663
2024
Q3 		$202 Hold
44
– – ﹤0.01% 550
2024
Q2 		$361 Sell
44
-1
-2% -$18 ﹤0.01% 557
2024
Q1 		$1.4K Buy
45
+12
+36% +$258 ﹤0.01% 544
2023
Q4 		$875 Hold
33
– – ﹤0.01% 488
2023
Q3 		$1.57K Hold
33
– – ﹤0.01% 463
2023
Q2 		$1.38K Hold
33
– – ﹤0.01% 510
2023
Q1 		$1.21K Hold
33
– – ﹤0.01% 478
2022
Q4 		$2.16K Hold
33
– – ﹤0.01% 457
2022
Q3 		$4K Hold
33
– – ﹤0.01% 457
2022
Q2 		$5K Hold
33
– – ﹤0.01% 428
2022
Q1 		$11K Hold
33
– – ﹤0.01% 364
2021
Q4 		$10K Buy
+33
New +$11K ﹤0.01% 384

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Kovitz Investment Group Partners
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PAS
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TCWM
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Center for Financial Planning's NKLA Position: Q1 2025 in Review

Center for Financial Planning sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 44 shares — an estimated $53 sold.

Center for Financial Planning first reported a position in NKLA in Q4 2021 and held it in 13 quarters. The position peaked at $11K in Q1 2022. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Center for Financial Planning reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 44 Nikola Corporation Common Stock shares in Q1 2025, an estimated $53.
  • Center for Financial Planning first reported a position in Nikola Corporation Common Stock in Q4 2021 and held it in 13 quarters.
  • Center for Financial Planning's Nikola Corporation Common Stock position peaked at $11K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.