Oppenheimer & Co’s NIO NIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $292K | Buy |
85,232
+32,800
| +63% | +$113K | ﹤0.01% | 1363 |
|
2025
Q1 | $200K | Buy |
52,432
+100
| +0.2% | +$381 | ﹤0.01% | 1458 |
|
2024
Q4 | $228K | Sell |
52,332
-25,729
| -33% | -$112K | ﹤0.01% | 1402 |
|
2024
Q3 | $521K | Sell |
78,061
-988
| -1% | -$6.6K | 0.01% | 1021 |
|
2024
Q2 | $329K | Sell |
79,049
-3,304
| -4% | -$13.7K | 0.01% | 1156 |
|
2024
Q1 | $371K | Buy |
82,353
+2,000
| +2% | +$9K | 0.01% | 1097 |
|
2023
Q4 | $729K | Buy |
80,353
+16,920
| +27% | +$153K | 0.01% | 839 |
|
2023
Q3 | $573K | Buy |
63,433
+15,500
| +32% | +$140K | 0.01% | 890 |
|
2023
Q2 | $464K | Buy |
47,933
+1,000
| +2% | +$9.69K | 0.01% | 1002 |
|
2023
Q1 | $493K | Buy |
46,933
+250
| +0.5% | +$2.63K | 0.01% | 945 |
|
2022
Q4 | $455K | Sell |
46,683
-4,255
| -8% | -$41.5K | 0.01% | 940 |
|
2022
Q3 | $804K | Sell |
50,938
-5,600
| -10% | -$88.4K | 0.02% | 723 |
|
2022
Q2 | $1.23M | Buy |
56,538
+9,033
| +19% | +$196K | 0.03% | 618 |
|
2022
Q1 | $1M | Buy |
47,505
+1,855
| +4% | +$39K | 0.02% | 743 |
|
2021
Q4 | $1.45M | Sell |
45,650
-10,807
| -19% | -$342K | 0.03% | 633 |
|
2021
Q3 | $2.01M | Sell |
56,457
-6,618
| -10% | -$236K | 0.04% | 511 |
|
2021
Q2 | $3.36M | Sell |
63,075
-694
| -1% | -$36.9K | 0.06% | 364 |
|
2021
Q1 | $2.49M | Buy |
63,769
+7,035
| +12% | +$274K | 0.05% | 405 |
|
2020
Q4 | $2.77M | Sell |
56,734
-22,692
| -29% | -$1.11M | 0.06% | 354 |
|
2020
Q3 | $1.69M | Buy |
79,426
+14,526
| +22% | +$308K | 0.04% | 430 |
|
2020
Q2 | $501K | Buy |
64,900
+15,900
| +32% | +$123K | 0.01% | 800 |
|
2020
Q1 | $136K | Buy |
+49,000
| New | +$136K | ﹤0.01% | 1085 |
|