First National Trust’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
95,178
| – | – | 0.01% | 325 |
|
|
2025
Q1 | $363K | Hold |
95,178
| – | – | 0.01% | 304 |
|
|
2024
Q4 | $415K | Buy |
95,178
+12,500
| +15% | +$54.5K | 0.02% | 299 |
|
|
2024
Q3 | $552K | Hold |
82,678
| – | – | 0.02% | 277 |
|
|
2024
Q2 | $344K | Sell |
82,678
-550
| -0.7% | -$2.29K | 0.01% | 320 |
|
|
2024
Q1 | $375K | Hold |
83,228
| – | – | 0.02% | 308 |
|
|
2023
Q4 | $755K | Sell |
83,228
-33,922
| -29% | -$308K | 0.03% | 238 |
|
|
2023
Q3 | $1.06M | Hold |
117,150
| – | – | 0.05% | 192 |
|
|
2023
Q2 | $1.14M | Hold |
117,150
| – | – | 0.05% | 189 |
|
|
2023
Q1 | $1.23M | Sell |
117,150
-90,400
| -44% | -$950K | 0.07% | 175 |
|
|
2022
Q4 | $2.02M | Buy |
207,550
+15,000
| +8% | +$146K | 0.11% | 151 |
|
|
2022
Q3 | $3.04M | Hold |
192,550
| – | – | 0.18% | 117 |
|
|
2022
Q2 | $4.18M | Buy |
192,550
+250
| +0.1% | +$5.43K | 0.24% | 103 |
|
|
2022
Q1 | $4.05M | Hold |
192,300
| – | – | 0.21% | 114 |
|
|
2021
Q4 | $6.09M | Hold |
192,300
| – | – | 0.32% | 92 |
|
|
2021
Q3 | $6.85M | Buy |
192,300
+2,850
| +2% | +$102K | 0.41% | 77 |
|
|
2021
Q2 | $10.1M | Buy |
189,450
+400
| +0.2% | +$21.3K | 0.61% | 52 |
|
|
2021
Q1 | $7.37M | Buy |
+189,050
| New | +$7.37M | 0.48% | 69 |
|