Cerity Partners’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
10,326
-466
| -4% | -$12.6K | ﹤0.01% | 2184 |
|
|
2025
Q1 | $272K | Buy |
+10,792
| New | +$272K | ﹤0.01% | 2068 |
|
|
2024
Q2 | – | Sell |
-10,688
| Closed | -$324K | – | 2323 |
|
|
2024
Q1 | $324K | Buy |
10,688
+2,023
| +23% | +$61.3K | ﹤0.01% | 1826 |
|
|
2023
Q4 | $324K | Buy |
+8,665
| New | +$324K | ﹤0.01% | 1463 |
|
|
2022
Q3 | – | Sell |
-5,245
| Closed | -$201K | – | 1220 |
|
|
2022
Q2 | $201K | Buy |
+5,245
| New | +$201K | ﹤0.01% | 1076 |
|