LPL Financial’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 | $2.44M | Buy |
404,534
+1,384
| +0.3% | +$6.99K | ﹤0.01% | 3311 |
|
|
2025
Q4 | $2.06M | Buy |
403,150
+6,513
| +2% | +$40.2K | ﹤0.01% | 3393 |
|
|
2025
Q3 | $3.02M | Buy |
396,637
+71,265
| +22% | +$384K | ﹤0.01% | 2939 |
|
|
2025
Q2 | $1.12M | Buy |
325,372
+22,532
| +7% | +$84K | ﹤0.01% | 3651 |
|
|
2025
Q1 | $1.15M | Buy |
302,840
+38,000
| +14% | +$167K | ﹤0.01% | 3434 |
|
|
2024
Q4 | $1.15M | Sell |
264,840
-52,275
| -16% | -$266K | ﹤0.01% | 3372 |
|
|
2024
Q3 | $2.12M | Sell |
317,115
-215
| -0.1% | -$988 | ﹤0.01% | 2682 |
|
|
2024
Q2 | $1.32M | Sell |
317,330
-35,232
| -10% | -$167K | ﹤0.01% | 2988 |
|
|
2024
Q1 | $1.59M | Sell |
352,562
-4,277
| -1% | -$25.8K | ﹤0.01% | 2756 |
|
|
2023
Q4 | $3.24M | Sell |
356,839
-24,140
| -6% | -$192K | ﹤0.01% | 2022 |
|
|
2023
Q3 | $3.44M | Buy |
380,979
+88,015
| +30% | +$980K | ﹤0.01% | 1844 |
|
|
2023
Q2 | $2.84M | Buy |
292,964
+18,556
| +7% | +$157K | ﹤0.01% | 1959 |
|
|
2023
Q1 | $2.88M | Buy |
274,408
+4,939
| +2% | +$50.5K | ﹤0.01% | 1864 |
|
|
2022
Q4 | $2.63M | Sell |
269,469
-13,394
| -5% | -$154K | ﹤0.01% | 1874 |
|
|
2022
Q3 | $4.46M | Buy |
282,863
+17,185
| +6% | +$340K | ﹤0.01% | 1454 |
|
|
2022
Q2 | $5.77M | Sell |
265,678
-30,570
| -10% | -$561K | 0.01% | 1294 |
|
|
2022
Q1 | $6.24M | Buy |
296,248
+10,992
| +4% | +$259K | 0.01% | 1303 |
|
|
2021
Q4 | $9.04M | Sell |
285,256
-34,286
| -11% | -$1.26M | 0.01% | 1080 |
|
|
2021
Q3 | $11.4M | Sell |
319,542
-44,721
| -12% | -$1.84M | 0.01% | 888 |
|
|
2021
Q2 | $19.4M | Buy |
364,263
+15,106
| +4% | +$605K | 0.02% | 610 |
|
|
2021
Q1 | $13.6M | Buy |
349,157
+79,126
| +29% | +$4.03M | 0.02% | 689 |
|
|
2020
Q4 | $13.2M | Buy |
270,031
+160,501
| +147% | +$6.21M | 0.02% | 622 |
|
|
2020
Q3 | $2.32M | Buy |
109,530
+69,704
| +175% | +$1.07M | ﹤0.01% | 1375 |
|
|
2020
Q2 | $307K | Buy |
39,826
+4,916
| +14% | +$21.6K | ﹤0.01% | 2817 |
|
|
2020
Q1 | $97K | Sell |
34,910
-20,365
| -37% | -$75.8K | ﹤0.01% | 2998 |
|
|
2019
Q4 | $222K | Sell |
55,275
-1,699
| -3% | -$3.42K | ﹤0.01% | 3023 |
|
|
2019
Q3 | $89K | Sell |
56,974
-23,402
| -29% | -$71.6K | ﹤0.01% | 3156 |
|
|
2019
Q2 | $205K | Buy |
80,376
+45,238
| +129% | +$182K | ﹤0.01% | 3014 |
|
|
2019
Q1 | $179K | Buy |
35,138
+24,498
| +230% | +$174K | ﹤0.01% | 2975 |
|
|
2018
Q4 | $68K | Buy |
+10,640
| New | +$74K | ﹤0.01% | 2991 |
|
Other funds holding NIO
AMH
