NECFA
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New England Capital Financial Advisors’s NIO NIO Stock Holding History

New England Capital Financial Advisors’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-262
Closed -$1.34K – 431
2025
Q4 		$1.34K Hold
262
– – ﹤0.01% 365
2025
Q3 		$2K Hold
262
– – ﹤0.01% 347
2025
Q2 		$898 Buy
262
+130
+98% +$484 ﹤0.01% 367
2025
Q1 		$502 Hold
132
– – ﹤0.01% 359
2024
Q4 		$575 Hold
132
– – ﹤0.01% 370
2024
Q3 		$881 Buy
132
+126
+2,100% +$579 ﹤0.01% 351
2024
Q2 		$24 Hold
6
– – ﹤0.01% 400
2024
Q1 		$26 Buy
+6
New +$36 ﹤0.01% 396

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Two Sigma Investments
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Citadel Advisors
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AMH
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UBS Group
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