MCF Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
98,881
-8,258
| -8% | -$28.3K | 0.02% | 184 |
|
|
2025
Q1 | $408K | Sell |
107,139
-4,211
| -4% | -$16K | 0.03% | 166 |
|
|
2024
Q4 | $485K | Buy |
111,350
+4,479
| +4% | +$19.5K | 0.03% | 151 |
|
|
2024
Q3 | $714K | Hold |
106,871
| – | – | 0.05% | 111 |
|
|
2024
Q2 | $445K | Sell |
106,871
-20
| -0% | -$83 | 0.03% | 148 |
|
|
2024
Q1 | $481K | Sell |
106,891
-21,835
| -17% | -$98.3K | 0.04% | 143 |
|
|
2023
Q4 | $1.17M | Hold |
128,726
| – | – | 0.1% | 78 |
|
|
2023
Q3 | $1.16M | Hold |
128,726
| – | – | 0.11% | 71 |
|
|
2023
Q2 | $1.25M | Buy |
128,726
+10,000
| +8% | +$96.9K | 0.11% | 60 |
|
|
2023
Q1 | $1.25M | Hold |
118,726
| – | – | 0.12% | 59 |
|
|
2022
Q4 | $1.16M | Sell |
118,726
-2,738
| -2% | -$26.7K | 0.12% | 61 |
|
|
2022
Q3 | $1.92M | Sell |
121,464
-10
| -0% | -$158 | 0.21% | 39 |
|
|
2022
Q2 | $2.64M | Sell |
121,474
-18,652
| -13% | -$405K | 0.28% | 27 |
|
|
2022
Q1 | $2.95M | Buy |
+140,126
| New | +$2.95M | 0.28% | 26 |
|
|
2021
Q4 | – | Sell |
-138,275
| Closed | -$4.93M | – | 463 |
|
|
2021
Q3 | $4.93M | Buy |
138,275
+200
| +0.1% | +$7.13K | 0.5% | 20 |
|
|
2021
Q2 | $7.35M | Buy |
138,075
+1,104
| +0.8% | +$58.7K | 0.76% | 20 |
|
|
2021
Q1 | $5.34M | Buy |
136,971
+8,104
| +6% | +$316K | 0.6% | 21 |
|
|
2020
Q4 | $6.28M | Sell |
128,867
-697
| -0.5% | -$34K | 0.75% | 20 |
|
|
2020
Q3 | $2.75M | Buy |
129,564
+63,575
| +96% | +$1.35M | 0.36% | 27 |
|
|
2020
Q2 | $509K | Buy |
65,989
+18,868
| +40% | +$146K | 0.07% | 70 |
|
|
2020
Q1 | $131K | Buy |
+47,121
| New | +$131K | 0.02% | 164 |
|