OneDigital Investment 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 | $61.2K | Buy |
17,851
+1,484
| +9% | +$5.09K | ﹤0.01% | 1422 |
|
|
2025
Q1 | $62.4K | Sell |
16,367
-147
| -0.9% | -$560 | ﹤0.01% | 1372 |
|
|
2024
Q4 | $72K | Sell |
16,514
-255
| -2% | -$1.11K | ﹤0.01% | 1372 |
|
|
2024
Q3 | $112K | Buy |
16,769
+188
| +1% | +$1.26K | ﹤0.01% | 1394 |
|
|
2024
Q2 | $69K | Buy |
16,581
+1,187
| +8% | +$4.94K | ﹤0.01% | 1334 |
|
|
2024
Q1 | $69.3K | Sell |
15,394
-210
| -1% | -$945 | ﹤0.01% | 1063 |
|
|
2023
Q4 | $142K | Sell |
15,604
-3,738
| -19% | -$33.9K | ﹤0.01% | 1069 |
|
|
2023
Q3 | $175K | Buy |
19,342
+3,959
| +26% | +$35.8K | ﹤0.01% | 947 |
|
|
2023
Q2 | $149K | Sell |
15,383
-422
| -3% | -$4.09K | ﹤0.01% | 973 |
|
|
2023
Q1 | $166K | Sell |
15,805
-884
| -5% | -$9.29K | ﹤0.01% | 926 |
|
|
2022
Q4 | $163K | Sell |
16,689
-4,302
| -20% | -$41.9K | ﹤0.01% | 783 |
|
|
2022
Q3 | $331K | Buy |
20,991
+568
| +3% | +$8.96K | 0.01% | 568 |
|
|
2022
Q2 | $444K | Buy |
20,423
+2,771
| +16% | +$60.2K | 0.02% | 448 |
|
|
2022
Q1 | $372K | Buy |
17,652
+4,443
| +34% | +$93.6K | 0.01% | 523 |
|
|
2021
Q4 | $418K | Sell |
13,209
-1,121
| -8% | -$35.5K | 0.01% | 490 |
|
|
2021
Q3 | $511K | Sell |
14,330
-1,013
| -7% | -$36.1K | 0.02% | 404 |
|
|
2021
Q2 | $816K | Sell |
15,343
-7,108
| -32% | -$378K | 0.03% | 292 |
|
|
2021
Q1 | $875K | Buy |
22,451
+9,996
| +80% | +$390K | 0.04% | 271 |
|
|
2020
Q4 | $607K | Buy |
12,455
+560
| +5% | +$27.3K | 0.03% | 314 |
|
|
2020
Q3 | $252K | Buy |
+11,895
| New | +$252K | 0.02% | 477 |
|