Charles Schwab’s Nikola Corporation Common Stock NKLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-478,171	Closed	-$569K	–	3527
2024 Q4	$569K	Buy	478,171 +254,044	+113%	+$725K	﹤0.01%	3108
2024 Q3	$1.03M	Sell	224,127 -7,342	-3%	-$54.4K	﹤0.01%	2905
2024 Q2	$1.9M	Sell	231,469 -26,878	-10%	-$480K	﹤0.01%	2721
2024 Q1	$8.06M	Buy	258,347 +33,194	+15%	+$713K	﹤0.01%	2093
2023 Q4	$5.91M	Buy	225,153 +50,418	+29%	+$1.57M	﹤0.01%	2233
2023 Q3	$8.23M	Buy	174,735 +52,570	+43%	+$2.74M	﹤0.01%	2016
2023 Q2	$5.06M	Buy	122,165 +33,707	+38%	+$930K	﹤0.01%	2234
2023 Q1	$3.21M	Buy	88,458 +4,448	+5%	+$292K	﹤0.01%	2387
2022 Q4	$5.44M	Buy	84,010 +11,303	+16%	+$945K	﹤0.01%	2173
2022 Q3	$7.68M	Buy	72,707 +15,931	+28%	+$2.7M	﹤0.01%	1983
2022 Q2	$8.11M	Buy	56,776 +5,066	+10%	+$1.04M	﹤0.01%	1943
2022 Q1	$16.6M	Buy	51,710 +1,459	+3%	+$372K	0.01%	1678
2021 Q4	$14.9M	Buy	50,251 +1,563	+3%	+$521K	﹤0.01%	1779
2021 Q3	$15.6M	Buy	48,688 +23,166	+91%	+$8.11M	0.01%	1761
2021 Q2	$13.8M	Buy	25,522 +14,432	+130%	+$6.01M	﹤0.01%	1829
2021 Q1	$4.62M	Buy	11,090 +1,893	+21%	+$1.08M	﹤0.01%	2338
2020 Q4	$4.21M	Buy	9,197 +279	+3%	+$174K	﹤0.01%	2304
2020 Q3	$5.48M	Buy	+8,918	New	+$10.4M	﹤0.01%	2019