CFS
NKLA

Compass Financial Services’s Nikola Corporation Common Stock NKLA Stock Holding History

Compass Financial Services’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
-5
Closed -$6 – 306
2024
Q4 		$6 Buy
+5
New +$14 ﹤0.01% 205

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Compass Financial Services's NKLA Position: Q1 2025 in Review

Compass Financial Services sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 5 shares — an estimated $6 sold.

Compass Financial Services first reported a position in NKLA in Q4 2024 and held it in 1 quarter. The position peaked at $6 in Q4 2024. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Compass Financial Services reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Compass Financial Services sold 5 Nikola Corporation Common Stock shares in Q1 2025, an estimated $6.
  • Compass Financial Services first reported a position in Nikola Corporation Common Stock in Q4 2024 and held it in 1 quarter.
  • Compass Financial Services's Nikola Corporation Common Stock position peaked at $6 in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Compass Financial Services's 13F filing for Q1 2025, filed 10 Jun 2025.