Kestra Advisory Services’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.2K | Sell |
27,464
-20,408
| -43% | -$70K | ﹤0.01% | 2733 |
|
|
2025
Q1 | $182K | Sell |
47,872
-21,961
| -31% | -$83.7K | ﹤0.01% | 2498 |
|
|
2024
Q4 | $304K | Buy |
69,833
+38,692
| +124% | +$169K | ﹤0.01% | 2192 |
|
|
2024
Q3 | $208K | Sell |
31,141
-17,303
| -36% | -$116K | ﹤0.01% | 2335 |
|
|
2024
Q2 | $202K | Sell |
48,444
-15,851
| -25% | -$65.9K | ﹤0.01% | 2402 |
|
|
2024
Q1 | $289K | Buy |
64,295
+12,995
| +25% | +$58.5K | ﹤0.01% | 2016 |
|
|
2023
Q4 | $465K | Buy |
51,300
+10,321
| +25% | +$93.6K | ﹤0.01% | 1570 |
|
|
2023
Q3 | $370K | Sell |
40,979
-7,630
| -16% | -$69K | ﹤0.01% | 1535 |
|
|
2023
Q2 | $471K | Sell |
48,609
-3,560
| -7% | -$34.5K | ﹤0.01% | 1350 |
|
|
2023
Q1 | $548K | Sell |
52,169
-3,751
| -7% | -$39.4K | 0.01% | 1228 |
|
|
2022
Q4 | $545K | Buy |
55,920
+3,755
| +7% | +$36.6K | ﹤0.01% | 1366 |
|
|
2022
Q3 | $823K | Sell |
52,165
-1,981
| -4% | -$31.3K | 0.01% | 1059 |
|
|
2022
Q2 | $1.18M | Sell |
54,146
-11,587
| -18% | -$252K | 0.01% | 897 |
|
|
2022
Q1 | $1.38M | Buy |
65,733
+17,877
| +37% | +$376K | 0.01% | 814 |
|
|
2021
Q4 | $1.52M | Sell |
47,856
-3,641
| -7% | -$115K | 0.02% | 799 |
|
|
2021
Q3 | $1.84M | Sell |
51,497
-6,896
| -12% | -$246K | 0.02% | 750 |
|
|
2021
Q2 | $3.11M | Buy |
58,393
+2,758
| +5% | +$147K | 0.04% | 504 |
|
|
2021
Q1 | $2.17M | Buy |
55,635
+12,291
| +28% | +$479K | 0.03% | 569 |
|
|
2020
Q4 | $2.1M | Buy |
43,344
+16,104
| +59% | +$779K | 0.02% | 586 |
|
|
2020
Q3 | $584K | Buy |
+27,240
| New | +$584K | 0.01% | 820 |
|