DWM
NKLA

Diversify Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Diversify Wealth Management’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
-34,036
Closed -$40.2K – 558
2024
Q4 		$40.2K Sell
34,036
-243
-0.7% -$694 ﹤0.01% 511
2024
Q3 		$136K Buy
34,279
+3
+0% +$22 0.01% 458
2024
Q2 		$263K Buy
+34,276
New +$612K 0.03% 376

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SPIA
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Diversify Wealth Management's NKLA Position: Q1 2025 in Review

Diversify Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 34,036 shares — an estimated $40.2K sold.

Diversify Wealth Management first reported a position in NKLA in Q2 2024 and held it in 3 quarters. The position peaked at $263K in Q2 2024. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Diversify Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 34,036 Nikola Corporation Common Stock shares in Q1 2025, an estimated $40.2K.
  • Diversify Wealth Management first reported a position in Nikola Corporation Common Stock in Q2 2024 and held it in 3 quarters.
  • Diversify Wealth Management's Nikola Corporation Common Stock position peaked at $263K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.