Gladstone Institutional Advisory’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.2K | Buy |
11,731
+300
| +3% | +$1.03K | ﹤0.01% | 750 |
|
|
2025
Q1 | $43.6K | Hold |
11,431
| – | – | ﹤0.01% | 709 |
|
|
2024
Q4 | $49.8K | Sell |
11,431
-1,641
| -13% | -$7.16K | ﹤0.01% | 694 |
|
|
2024
Q3 | $87.3K | Buy |
13,072
+14
| +0.1% | +$94 | ﹤0.01% | 669 |
|
|
2024
Q2 | $54.3K | Sell |
13,058
-160
| -1% | -$666 | ﹤0.01% | 650 |
|
|
2024
Q1 | $59.5K | Sell |
13,218
-400
| -3% | -$1.8K | ﹤0.01% | 628 |
|
|
2023
Q4 | $124K | Sell |
13,618
-1,465
| -10% | -$13.3K | 0.01% | 644 |
|
|
2023
Q3 | $136K | Sell |
15,083
-1,661
| -10% | -$15K | 0.01% | 589 |
|
|
2023
Q2 | $162K | Sell |
16,744
-1,615
| -9% | -$15.6K | 0.01% | 602 |
|
|
2023
Q1 | $193K | Sell |
18,359
-685
| -4% | -$7.2K | 0.01% | 615 |
|
|
2022
Q4 | $186K | Buy |
19,044
+398
| +2% | +$3.88K | 0.01% | 607 |
|
|
2022
Q3 | $294K | Buy |
18,646
+586
| +3% | +$9.24K | 0.02% | 499 |
|
|
2022
Q2 | $392K | Buy |
18,060
+1,875
| +12% | +$40.7K | 0.03% | 459 |
|
|
2022
Q1 | $341K | Buy |
16,185
+809
| +5% | +$17K | 0.02% | 520 |
|
|
2021
Q4 | $487K | Sell |
15,376
-1,457
| -9% | -$46.1K | 0.04% | 386 |
|
|
2021
Q3 | $600K | Buy |
16,833
+553
| +3% | +$19.7K | 0.06% | 290 |
|
|
2021
Q2 | $866K | Buy |
16,280
+2,507
| +18% | +$133K | 0.1% | 209 |
|
|
2021
Q1 | $537K | Sell |
13,773
-13,349
| -49% | -$520K | 0.08% | 227 |
|
|
2020
Q4 | $1.32M | Buy |
27,122
+40
| +0.1% | +$1.95K | 0.26% | 84 |
|
|
2020
Q3 | $575K | Buy |
27,082
+17,082
| +171% | +$363K | 0.14% | 134 |
|
|
2020
Q2 | $77K | Sell |
10,000
-15
| -0.1% | -$116 | 0.02% | 233 |
|
|
2020
Q1 | $28K | Buy |
+10,015
| New | +$28K | 0.01% | 263 |
|