Kestra Advisory Services’s Nikola Corporation Common Stock NKLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10,264
| Closed | -$320K | – | 2694 |
|
2024
Q1 | $320K | Buy |
10,264
+4,766
| +87% | +$149K | ﹤0.01% | 1957 |
|
2023
Q4 | $144K | Buy |
5,498
+1,645
| +43% | +$43.2K | ﹤0.01% | 2162 |
|
2023
Q3 | $181K | Buy |
3,853
+72
| +2% | +$3.39K | ﹤0.01% | 1942 |
|
2023
Q2 | $157K | Buy |
3,781
+68
| +2% | +$2.82K | ﹤0.01% | 1948 |
|
2023
Q1 | $135K | Buy |
3,713
+1,172
| +46% | +$42.5K | ﹤0.01% | 1919 |
|
2022
Q4 | $165K | Sell |
2,541
-113
| -4% | -$7.32K | ﹤0.01% | 2066 |
|
2022
Q3 | $280K | Buy |
2,654
+110
| +4% | +$11.6K | ﹤0.01% | 1633 |
|
2022
Q2 | $363K | Buy |
2,544
+1,034
| +68% | +$148K | ﹤0.01% | 1509 |
|
2022
Q1 | $485K | Sell |
1,510
-2,893
| -66% | -$929K | 0.01% | 1321 |
|
2021
Q4 | $1.3M | Buy |
4,403
+650
| +17% | +$193K | 0.01% | 867 |
|
2021
Q3 | $1.2M | Buy |
3,753
+1,446
| +63% | +$463K | 0.01% | 917 |
|
2021
Q2 | $1.25M | Buy |
2,307
+249
| +12% | +$135K | 0.01% | 831 |
|
2021
Q1 | $858K | Buy |
2,058
+483
| +31% | +$201K | 0.01% | 947 |
|
2020
Q4 | $755K | Buy |
1,575
+863
| +121% | +$414K | 0.01% | 1001 |
|
2020
Q3 | $444K | Buy |
+712
| New | +$444K | 0.01% | 942 |
|