North Star Investment Management’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.4K Hold
4,200
﹤0.01% 836
2025
Q1
$16K Hold
4,200
﹤0.01% 790
2024
Q4
$18.3K Hold
4,200
﹤0.01% 776
2024
Q3
$28.1K Hold
4,200
﹤0.01% 683
2024
Q2
$17.5K Hold
4,200
﹤0.01% 740
2024
Q1
$18.9K Hold
4,200
﹤0.01% 753
2023
Q4
$38.1K Sell
4,200
-600
-13% -$5.44K ﹤0.01% 633
2023
Q3
$43.4K Hold
4,800
﹤0.01% 612
2023
Q2
$46.5K Hold
4,800
﹤0.01% 619
2023
Q1
$50.4K Sell
4,800
-30
-0.6% -$315 ﹤0.01% 613
2022
Q4
$47.1K Hold
4,830
﹤0.01% 606
2022
Q3
$76K Hold
4,830
0.01% 475
2022
Q2
$105K Hold
4,830
0.01% 443
2022
Q1
$102K Hold
4,830
0.01% 464
2021
Q4
$153K Sell
4,830
-42
-0.9% -$1.33K 0.01% 426
2021
Q3
$174K Hold
4,872
0.01% 395
2021
Q2
$259K Buy
4,872
+642
+15% +$34.1K 0.02% 365
2021
Q1
$165K Buy
4,230
+2,200
+108% +$85.8K 0.02% 388
2020
Q4
$99K Buy
2,030
+30
+2% +$1.46K 0.01% 437
2020
Q3
$42K Hold
2,000
0.01% 538
2020
Q2
$15K Hold
2,000
﹤0.01% 667
2020
Q1
$6K Hold
2,000
﹤0.01% 796
2019
Q4
$8K Hold
2,000
﹤0.01% 850
2019
Q3
$3K Buy
+2,000
New +$3K ﹤0.01% 983