Concourse Financial Group Securities’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,145
| Closed | -$4.9K | – | 5406 |
|
|
2024
Q4 | $4.9K | Sell |
1,145
-100
| -8% | -$428 | ﹤0.01% | 1886 |
|
|
2024
Q3 | $8.32K | Sell |
1,245
-1,136
| -48% | -$7.59K | ﹤0.01% | 1743 |
|
|
2024
Q2 | $9.9K | Buy |
2,381
+200
| +9% | +$832 | ﹤0.01% | 1696 |
|
|
2024
Q1 | $9.81K | Buy |
2,181
+1,200
| +122% | +$5.4K | ﹤0.01% | 1712 |
|
|
2023
Q4 | $8.9K | Sell |
981
-75
| -7% | -$680 | ﹤0.01% | 1712 |
|
|
2023
Q3 | $9.55K | Buy |
1,056
+311
| +42% | +$2.81K | ﹤0.01% | 1656 |
|
|
2023
Q2 | $7.22K | Sell |
745
-1,236
| -62% | -$12K | ﹤0.01% | 1747 |
|
|
2023
Q1 | $20.8K | Sell |
1,981
-195
| -9% | -$2.05K | ﹤0.01% | 1445 |
|
|
2022
Q4 | $21.2K | Sell |
2,176
-61
| -3% | -$595 | ﹤0.01% | 1441 |
|
|
2022
Q3 | $35K | Buy |
2,237
+1,000
| +81% | +$15.6K | ﹤0.01% | 1094 |
|
|
2022
Q2 | $27K | Sell |
1,237
-395
| -24% | -$8.62K | ﹤0.01% | 1341 |
|
|
2022
Q1 | $34K | Sell |
1,632
-328
| -17% | -$6.83K | ﹤0.01% | 1283 |
|
|
2021
Q4 | $62K | Sell |
1,960
-1,675
| -46% | -$53K | ﹤0.01% | 1196 |
|
|
2021
Q3 | $130K | Buy |
3,635
+1,139
| +46% | +$40.7K | 0.01% | 875 |
|
|
2021
Q2 | $133K | Buy |
2,496
+265
| +12% | +$14.1K | 0.01% | 861 |
|
|
2021
Q1 | $87K | Buy |
2,231
+155
| +7% | +$6.04K | 0.01% | 998 |
|
|
2020
Q4 | $101K | Buy |
2,076
+376
| +22% | +$18.3K | 0.01% | 882 |
|
|
2020
Q3 | $36K | Buy |
+1,700
| New | +$36K | ﹤0.01% | 1173 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4519 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$4K | – | 4506 |
|
|
2019
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 1694 |
|
|
2019
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 1896 |
|
|
2019
Q1 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 1743 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 4245 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3964 |
|