CFGS
NKLA

Concourse Financial Group Securities’s Nikola Corporation Common Stock NKLA Stock Holding History

Concourse Financial Group Securities’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
-3
Closed -$3 – 2235
2024
Q4 		$3 Sell
3
-10
-77% -$29 ﹤0.01% 2239
2024
Q3 		$59 Hold
13
– – ﹤0.01% 2219
2024
Q2 		$106 Sell
13
-1
-7% -$18 ﹤0.01% 2266
2024
Q1 		$434 Hold
14
– – ﹤0.01% 2224
2023
Q4 		$365 Buy
14
+13
+1,300% +$404 ﹤0.01% 2209
2023
Q3 		$28 Buy
+1
New +$52 ﹤0.01% 2289
2023
Q2 		– Sell
-1
Closed -$28 – 2472
2023
Q1 		$21 Hold
1
– – ﹤0.01% 2353
2022
Q4 		$38 Hold
1
– – ﹤0.01% 2286
2022
Q3 		$0 Hold
1
– – ﹤0.01% 2311
2022
Q2 		$0 Hold
1
– – ﹤0.01% 2323
2022
Q1 		$0 Hold
1
– – ﹤0.01% 2470
2021
Q4 		$0 Sell
1
-6
-86% -$2K ﹤0.01% 2490
2021
Q3 		$2K Hold
7
– – ﹤0.01% 2264
2021
Q2 		$4K Hold
7
– – ﹤0.01% 2107
2021
Q1 		$3K Sell
7
-5
-42% -$2.85K ﹤0.01% 2098
2020
Q4 		$5K Sell
12
-104
-90% -$64.8K ﹤0.01% 1945
2020
Q3 		$71K Buy
116
+81
+231% +$94.3K 0.01% 912
2020
Q2 		$72K Buy
+35
New +$33.7K 0.01% 840

Other funds holding NKLA

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Concourse Financial Group Securities's NKLA Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 3 shares — an estimated $3 sold.

Concourse Financial Group Securities first reported a position in NKLA in Q2 2020 and held it in 18 quarters. The position peaked at $72K in Q2 2020. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3 Nikola Corporation Common Stock shares in Q1 2025, an estimated $3.
  • Concourse Financial Group Securities first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 18 quarters.
  • Concourse Financial Group Securities's Nikola Corporation Common Stock position peaked at $72K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.