Jones Financial Companies’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$115K Sell
21,590
-17,885
-45% -$90.3K ﹤0.01% 2616
2025
Q4
$201K Buy
39,475
+12,217
+45% +$75.4K ﹤0.01% 1912
2025
Q3
$192K Sell
27,258
-14,102
-34% -$76K ﹤0.01% 1802
2025
Q2
$143K Buy
41,360
+28,948
+233% +$108K ﹤0.01% 1785
2025
Q1
$46.5K Buy
12,412
+4,793
+63% +$21.1K ﹤0.01% 2093
2024
Q4
$33.2K Buy
7,619
+4,332
+132% +$22K ﹤0.01% 2051
2024
Q3
$21.4K Buy
3,287
+1,953
+146% +$8.98K ﹤0.01% 1935
2024
Q2
$5.55K Buy
1,334
+1,234
+1,234% +$5.84K ﹤0.01% 1916
2024
Q1
$450 Buy
+100
New +$603 ﹤0.01% 1338

Other funds holding NIO