IFP Advisors’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789 | Hold |
230
| – | – | ﹤0.01% | 4297 |
|
|
2025
Q1 | $876 | Sell |
230
-592
| -72% | -$2.26K | ﹤0.01% | 3361 |
|
|
2024
Q4 | $3.58K | Buy |
822
+100
| +14% | +$436 | ﹤0.01% | 2916 |
|
|
2024
Q3 | $4.82K | Sell |
722
-492
| -41% | -$3.29K | ﹤0.01% | 2679 |
|
|
2024
Q2 | $5.05K | Sell |
1,214
-4,585
| -79% | -$19.1K | ﹤0.01% | 2553 |
|
|
2024
Q1 | $26.1K | Sell |
5,799
-973
| -14% | -$4.38K | ﹤0.01% | 1855 |
|
|
2023
Q4 | $61.4K | Buy |
6,772
+67
| +1% | +$608 | ﹤0.01% | 1461 |
|
|
2023
Q3 | $60.6K | Hold |
6,705
| – | – | ﹤0.01% | 1478 |
|
|
2023
Q2 | $65K | Buy |
6,705
+620
| +10% | +$6.01K | ﹤0.01% | 1501 |
|
|
2023
Q1 | $40.2K | Sell |
6,085
-3,390
| -36% | -$22.4K | ﹤0.01% | 1679 |
|
|
2022
Q4 | $83K | Sell |
9,475
-4,696
| -33% | -$41.1K | ﹤0.01% | 1867 |
|
|
2022
Q3 | $119K | Buy |
14,171
+540
| +4% | +$4.54K | ﹤0.01% | 1736 |
|
|
2022
Q2 | $116K | Hold |
13,631
| – | – | ﹤0.01% | 1596 |
|
|
2022
Q1 | $116K | Buy |
13,631
+5,636
| +70% | +$48K | ﹤0.01% | 1596 |
|
|
2021
Q4 | $255K | Buy |
7,995
+1,699
| +27% | +$54.2K | 0.01% | 841 |
|
|
2021
Q3 | $228K | Sell |
6,296
-1,365
| -18% | -$49.4K | ﹤0.01% | 866 |
|
|
2021
Q2 | $407K | Buy |
7,661
+546
| +8% | +$29K | 0.01% | 616 |
|
|
2021
Q1 | $278K | Buy |
7,115
+35
| +0.5% | +$1.37K | 0.01% | 704 |
|
|
2020
Q4 | $344K | Sell |
7,080
-3,505
| -33% | -$170K | 0.01% | 615 |
|
|
2020
Q3 | $221K | Buy |
10,585
+8,210
| +346% | +$171K | 0.01% | 674 |
|
|
2020
Q2 | $17K | Sell |
2,375
-2,225
| -48% | -$15.9K | ﹤0.01% | 1608 |
|
|
2020
Q1 | $13K | Sell |
4,600
-2,165
| -32% | -$6.12K | ﹤0.01% | 1660 |
|
|
2019
Q4 | $16K | Hold |
6,765
| – | – | ﹤0.01% | 1723 |
|
|
2019
Q3 | $12K | Buy |
+6,765
| New | +$12K | ﹤0.01% | 1988 |
|
|
2019
Q1 | $6K | Sell |
996
-74
| -7% | -$446 | ﹤0.01% | 1796 |
|
|
2018
Q4 | $7K | Buy |
1,070
+1,050
| +5,250% | +$6.87K | ﹤0.01% | 2647 |
|
|
2018
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 3894 |
|
|
2016
Q2 | – | Sell |
-996
| Closed | -$6K | – | 4069 |
|
|
2016
Q1 | $6K | Buy |
+996
| New | +$6K | ﹤0.01% | 1796 |
|