Corient Private Wealth’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 | $324K | Buy |
11,955
+951
| +9% | +$25.8K | ﹤0.01% | 2032 |
|
|
2025
Q1 | $277K | Sell |
11,004
-15,922
| -59% | -$401K | ﹤0.01% | 1893 |
|
|
2024
Q4 | $646K | Buy |
26,926
+15,591
| +138% | +$374K | ﹤0.01% | 1493 |
|
|
2024
Q3 | $291K | Buy |
+11,335
| New | +$291K | ﹤0.01% | 2005 |
|
|
2024
Q2 | – | Sell |
-8,805
| Closed | -$267K | – | 2350 |
|
|
2024
Q1 | $267K | Sell |
8,805
-3,859
| -30% | -$117K | ﹤0.01% | 1948 |
|
|
2023
Q4 | $474K | Buy |
12,664
+641
| +5% | +$24K | ﹤0.01% | 1631 |
|
|
2023
Q3 | $429K | Buy |
12,023
+83
| +0.7% | +$2.96K | ﹤0.01% | 1568 |
|
|
2023
Q2 | $419K | Buy |
11,940
+3,574
| +43% | +$125K | ﹤0.01% | 1532 |
|
|
2023
Q1 | $209K | Sell |
8,366
-1,665
| -17% | -$41.5K | ﹤0.01% | 1776 |
|
|
2022
Q4 | $205K | Buy |
+10,031
| New | +$205K | ﹤0.01% | 1477 |
|