Oppenheimer & Co’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 | $512K | Hold |
84,936
| – | – | 0.01% | 1181 |
|
|
2025
Q4 | $433K | Sell |
84,936
-471
| -0.6% | -$2.91K | 0.01% | 1121 |
|
|
2025
Q3 | $651K | Buy |
85,407
+175
| +0.2% | +$943 | 0.01% | 1083 |
|
|
2025
Q2 | $292K | Buy |
85,232
+32,800
| +63% | +$122K | ﹤0.01% | 1363 |
|
|
2025
Q1 | $200K | Buy |
52,432
+100
| +0.2% | +$440 | ﹤0.01% | 1458 |
|
|
2024
Q4 | $228K | Sell |
52,332
-25,729
| -33% | -$131K | ﹤0.01% | 1402 |
|
|
2024
Q3 | $521K | Sell |
78,061
-988
| -1% | -$4.54K | 0.01% | 1021 |
|
|
2024
Q2 | $329K | Sell |
79,049
-3,304
| -4% | -$15.6K | 0.01% | 1156 |
|
|
2024
Q1 | $371K | Buy |
82,353
+2,000
| +2% | +$12.1K | 0.01% | 1097 |
|
|
2023
Q4 | $729K | Buy |
80,353
+16,920
| +27% | +$134K | 0.01% | 839 |
|
|
2023
Q3 | $573K | Buy |
63,433
+15,500
| +32% | +$173K | 0.01% | 890 |
|
|
2023
Q2 | $464K | Buy |
47,933
+1,000
| +2% | +$8.46K | 0.01% | 1002 |
|
|
2023
Q1 | $493K | Buy |
46,933
+250
| +0.5% | +$2.56K | 0.01% | 945 |
|
|
2022
Q4 | $455K | Sell |
46,683
-4,255
| -8% | -$49K | 0.01% | 940 |
|
|
2022
Q3 | $804K | Sell |
50,938
-5,600
| -10% | -$111K | 0.02% | 723 |
|
|
2022
Q2 | $1.23M | Buy |
56,538
+9,033
| +19% | +$166K | 0.03% | 618 |
|
|
2022
Q1 | $1M | Buy |
47,505
+1,855
| +4% | +$43.7K | 0.02% | 743 |
|
|
2021
Q4 | $1.45M | Sell |
45,650
-10,807
| -19% | -$397K | 0.03% | 633 |
|
|
2021
Q3 | $2.01M | Sell |
56,457
-6,618
| -10% | -$272K | 0.04% | 511 |
|
|
2021
Q2 | $3.36M | Sell |
63,075
-694
| -1% | -$27.8K | 0.06% | 364 |
|
|
2021
Q1 | $2.49M | Buy |
63,769
+7,035
| +12% | +$359K | 0.05% | 405 |
|
|
2020
Q4 | $2.77M | Sell |
56,734
-22,692
| -29% | -$878K | 0.06% | 354 |
|
|
2020
Q3 | $1.69M | Buy |
79,426
+14,526
| +22% | +$224K | 0.04% | 430 |
|
|
2020
Q2 | $501K | Buy |
64,900
+15,900
| +32% | +$69.9K | 0.01% | 800 |
|
|
2020
Q1 | $136K | Buy |
+49,000
| New | +$182K | ﹤0.01% | 1085 |
|
Other funds holding NIO
AMH
