Creative Planning’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
143,514
-88,905
| -38% | -$305K | ﹤0.01% | 2477 |
|
|
2025
Q1 | $886K | Buy |
232,419
+2,477
| +1% | +$9.44K | ﹤0.01% | 1808 |
|
|
2024
Q4 | $1M | Sell |
229,942
-60,616
| -21% | -$264K | ﹤0.01% | 1637 |
|
|
2024
Q3 | $1.94M | Buy |
290,558
+22,240
| +8% | +$149K | ﹤0.01% | 1071 |
|
|
2024
Q2 | $1.12M | Buy |
268,318
+69,143
| +35% | +$288K | ﹤0.01% | 1330 |
|
|
2024
Q1 | $896K | Buy |
199,175
+20,138
| +11% | +$90.6K | ﹤0.01% | 1399 |
|
|
2023
Q4 | $1.62M | Sell |
179,037
-3,104
| -2% | -$28.2K | ﹤0.01% | 998 |
|
|
2023
Q3 | $1.65M | Sell |
182,141
-2,531
| -1% | -$22.9K | ﹤0.01% | 939 |
|
|
2023
Q2 | $1.79M | Sell |
184,672
-46,486
| -20% | -$450K | ﹤0.01% | 871 |
|
|
2023
Q1 | $2.43M | Buy |
231,158
+21,472
| +10% | +$226K | ﹤0.01% | 708 |
|
|
2022
Q4 | $2.04M | Buy |
209,686
+22,388
| +12% | +$218K | ﹤0.01% | 739 |
|
|
2022
Q3 | $2.95M | Buy |
187,298
+9,782
| +6% | +$154K | 0.01% | 568 |
|
|
2022
Q2 | $3.86M | Buy |
177,516
+12,221
| +7% | +$265K | 0.01% | 528 |
|
|
2022
Q1 | $3.48M | Buy |
165,295
+2,759
| +2% | +$58.1K | 0.01% | 548 |
|
|
2021
Q4 | $5.15M | Sell |
162,536
-41,758
| -20% | -$1.32M | 0.01% | 411 |
|
|
2021
Q3 | $7.28M | Buy |
204,294
+2,250
| +1% | +$80.2K | 0.01% | 327 |
|
|
2021
Q2 | $10.7M | Sell |
202,044
-49,040
| -20% | -$2.61M | 0.02% | 258 |
|
|
2021
Q1 | $9.79M | Buy |
251,084
+31,580
| +14% | +$1.23M | 0.02% | 276 |
|
|
2020
Q4 | $10.7M | Buy |
219,504
+102,021
| +87% | +$4.97M | 0.02% | 240 |
|
|
2020
Q3 | $2.49M | Sell |
117,483
-73,056
| -38% | -$1.55M | 0.01% | 478 |
|
|
2020
Q2 | $1.47M | Buy |
190,539
+5,971
| +3% | +$46.1K | ﹤0.01% | 600 |
|
|
2020
Q1 | $513K | Sell |
184,568
-16,384
| -8% | -$45.5K | ﹤0.01% | 921 |
|
|
2019
Q4 | $808K | Buy |
200,952
+63,261
| +46% | +$254K | ﹤0.01% | 882 |
|
|
2019
Q3 | $215K | Sell |
137,691
-42,738
| -24% | -$66.7K | ﹤0.01% | 1556 |
|
|
2019
Q2 | $460K | Buy |
180,429
+41,569
| +30% | +$106K | ﹤0.01% | 1124 |
|
|
2019
Q1 | $708K | Buy |
138,860
+95,516
| +220% | +$487K | ﹤0.01% | 875 |
|
|
2018
Q4 | $276K | Buy |
43,344
+17,044
| +65% | +$109K | ﹤0.01% | 1276 |
|
|
2018
Q3 | $184K | Buy |
+26,300
| New | +$184K | ﹤0.01% | 1682 |
|