LFG
NKLA

Larson Financial Group’s Nikola Corporation Common Stock NKLA Stock Holding History

Larson Financial Group’s Portfolio NKLA Stock Details NKLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4
Closed -$5 – 3225
2024
Q4 		$5 Hold
4
– – ﹤0.01% 2761
2024
Q3 		$18 Hold
4
– – ﹤0.01% 2677
2024
Q2 		$33 Buy
4
+1
+33% +$18 ﹤0.01% 2393
2024
Q1 		$104 Hold
3
– – ﹤0.01% 1702
2023
Q4 		$87 Hold
3
– – ﹤0.01% 1724
2023
Q3 		$157 Hold
3
– – ﹤0.01% 1643
2023
Q2 		$138 Hold
3
– – ﹤0.01% 1510
2023
Q1 		$121 Sell
3
-8
-73% -$525 ﹤0.01% 1489
2022
Q4 		$721 Sell
11
-6
-35% -$502 ﹤0.01% 1341
2022
Q3 		$2K Buy
17
+6
+55% +$1.01K ﹤0.01% 1159
2022
Q2 		$2K Hold
11
– – ﹤0.01% 1074
2022
Q1 		$4K Hold
11
– – ﹤0.01% 844
2021
Q4 		$3K Buy
+11
New +$3.67K ﹤0.01% 921
2020
Q3 		– Sell
-2
Closed -$5K – 850
2020
Q2 		$5K Buy
+2
New +$1.93K ﹤0.01% 497

Other funds holding NKLA

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Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Larson Financial Group's NKLA Position: Q1 2025 in Review

Larson Financial Group sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 4 shares — an estimated $5 sold.

Larson Financial Group first reported a position in NKLA in Q2 2020 and held it in 14 quarters. The position peaked at $5K in Q2 2020. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Larson Financial Group reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Larson Financial Group sold 4 Nikola Corporation Common Stock shares in Q1 2025, an estimated $5.
  • Larson Financial Group first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 14 quarters.
  • Larson Financial Group's Nikola Corporation Common Stock position peaked at $5K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.