Guggenheim Capital’s NIO NIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $152K | Buy |
44,229
+12,383
| +39% | +$42.5K | ﹤0.01% | 1531 |
|
2025
Q1 | $121K | Sell |
31,846
-7,042
| -18% | -$26.8K | ﹤0.01% | 1589 |
|
2024
Q4 | $170K | Buy |
38,888
+6,395
| +20% | +$27.9K | ﹤0.01% | 1613 |
|
2024
Q3 | $217K | Sell |
32,493
-10,068
| -24% | -$67.3K | ﹤0.01% | 1739 |
|
2024
Q2 | $177K | Sell |
42,561
-1,369
| -3% | -$5.7K | ﹤0.01% | 1777 |
|
2024
Q1 | $198K | Sell |
43,930
-7,208
| -14% | -$32.4K | ﹤0.01% | 1797 |
|
2023
Q4 | $464K | Buy |
51,138
+18,091
| +55% | +$164K | ﹤0.01% | 1481 |
|
2023
Q3 | $299K | Sell |
33,047
-18,467
| -36% | -$167K | ﹤0.01% | 1626 |
|
2023
Q2 | $499K | Buy |
51,514
+17,147
| +50% | +$166K | ﹤0.01% | 1475 |
|
2023
Q1 | $361K | Buy |
34,367
+15,084
| +78% | +$159K | ﹤0.01% | 1621 |
|
2022
Q4 | $188K | Sell |
19,283
-2,441
| -11% | -$23.8K | ﹤0.01% | 1818 |
|
2022
Q3 | $343K | Buy |
21,724
+4,158
| +24% | +$65.7K | ﹤0.01% | 1618 |
|
2022
Q2 | $382K | Sell |
17,566
-2,116
| -11% | -$46K | ﹤0.01% | 1687 |
|
2022
Q1 | $414K | Sell |
19,682
-3,803
| -16% | -$80K | ﹤0.01% | 1743 |
|
2021
Q4 | $744K | Sell |
23,485
-2,368
| -9% | -$75K | ﹤0.01% | 1494 |
|
2021
Q3 | $921K | Sell |
25,853
-3,681
| -12% | -$131K | 0.01% | 1454 |
|
2021
Q2 | $1.57M | Sell |
29,534
-30,592
| -51% | -$1.63M | 0.01% | 1239 |
|
2021
Q1 | $2.34M | Buy |
60,126
+24,447
| +69% | +$953K | 0.02% | 945 |
|
2020
Q4 | $1.74M | Buy |
35,679
+13,212
| +59% | +$644K | 0.01% | 1034 |
|
2020
Q3 | $477K | Buy |
+22,467
| New | +$477K | ﹤0.01% | 1462 |
|