O'Shaughnessy Asset Management’s NIO NIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Sell |
32,837
-14,052
| -30% | -$48.2K | ﹤0.01% | 1939 |
|
|
2025
Q1 | $179K | Buy |
46,889
+5,785
| +14% | +$22K | ﹤0.01% | 1795 |
|
|
2024
Q4 | $179K | Buy |
41,104
+9,222
| +29% | +$40.2K | ﹤0.01% | 1772 |
|
|
2024
Q3 | $185K | Buy |
31,882
+6,151
| +24% | +$35.6K | ﹤0.01% | 1699 |
|
|
2024
Q2 | $107K | Buy |
25,731
+4,802
| +23% | +$20K | ﹤0.01% | 1640 |
|
|
2024
Q1 | $94.2K | Buy |
20,929
+598
| +3% | +$2.69K | ﹤0.01% | 1608 |
|
|
2023
Q4 | $184K | Buy |
20,331
+7,009
| +53% | +$63.6K | ﹤0.01% | 1430 |
|
|
2023
Q3 | $120K | Buy |
+13,322
| New | +$120K | ﹤0.01% | 1356 |
|
|
2023
Q1 | – | Sell |
-10,033
| Closed | -$97.8K | – | 1524 |
|
|
2022
Q4 | $97.8K | Sell |
10,033
-6,231
| -38% | -$60.8K | ﹤0.01% | 1201 |
|
|
2022
Q3 | $256K | Buy |
16,264
+5,727
| +54% | +$90.1K | ﹤0.01% | 991 |
|
|
2022
Q2 | $229K | Buy |
10,537
+916
| +10% | +$19.9K | ﹤0.01% | 978 |
|
|
2022
Q1 | $203K | Buy |
9,621
+2,155
| +29% | +$45.5K | ﹤0.01% | 1076 |
|
|
2021
Q4 | $237K | Sell |
7,466
-2,456
| -25% | -$78K | ﹤0.01% | 991 |
|
|
2021
Q3 | $354K | Buy |
9,922
+935
| +10% | +$33.4K | 0.01% | 778 |
|
|
2021
Q2 | $478K | Sell |
8,987
-3,296
| -27% | -$175K | 0.01% | 677 |
|
|
2021
Q1 | $479K | Buy |
12,283
+3,448
| +39% | +$134K | 0.01% | 625 |
|
|
2020
Q4 | $431K | Buy |
8,835
+7,352
| +496% | +$359K | 0.01% | 561 |
|
|
2020
Q3 | $31K | Buy |
+1,483
| New | +$31K | ﹤0.01% | 1184 |
|