Prospera Financial Services’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 | $152K | Sell |
25,126
-500
| -2% | -$2.52K | ﹤0.01% | 1369 |
|
|
2025
Q4 | $131K | Sell |
25,626
-3,724
| -13% | -$23K | ﹤0.01% | 1322 |
|
|
2025
Q3 | $224K | Buy |
29,350
+370
| +1% | +$1.99K | ﹤0.01% | 1260 |
|
|
2025
Q2 | $99.4K | Sell |
28,980
-1,914
| -6% | -$7.13K | ﹤0.01% | 1283 |
|
|
2025
Q1 | $118K | Sell |
30,894
-150
| -0.5% | -$660 | ﹤0.01% | 1139 |
|
|
2024
Q4 | $135K | Sell |
31,044
-5,766
| -16% | -$29.3K | ﹤0.01% | 1105 |
|
|
2024
Q3 | $246K | Sell |
36,810
-130
| -0.4% | -$597 | 0.01% | 1001 |
|
|
2024
Q2 | $154K | Buy |
36,940
+330
| +0.9% | +$1.56K | ﹤0.01% | 1088 |
|
|
2024
Q1 | $165K | Sell |
36,610
-962
| -3% | -$5.8K | ﹤0.01% | 1055 |
|
|
2023
Q4 | $341K | Hold |
37,572
| – | – | 0.01% | 792 |
|
|
2023
Q3 | $340K | Buy |
37,572
+3,829
| +11% | +$42.6K | 0.01% | 757 |
|
|
2023
Q2 | $327K | Sell |
33,743
-6,200
| -16% | -$52.5K | 0.01% | 759 |
|
|
2023
Q1 | $420K | Sell |
39,943
-1,283
| -3% | -$13.1K | 0.02% | 670 |
|
|
2022
Q4 | $402K | Sell |
41,226
-2,135
| -5% | -$24.6K | 0.02% | 595 |
|
|
2022
Q3 | $684K | Buy |
43,361
+5,660
| +15% | +$112K | 0.04% | 455 |
|
|
2022
Q2 | $819K | Buy |
37,701
+7,610
| +25% | +$140K | 0.04% | 411 |
|
|
2022
Q1 | $633K | Buy |
30,091
+3,346
| +13% | +$78.8K | 0.03% | 533 |
|
|
2021
Q4 | $848K | Sell |
26,745
-13,046
| -33% | -$479K | 0.04% | 446 |
|
|
2021
Q3 | $1.42M | Buy |
39,791
+2,379
| +6% | +$97.7K | 0.07% | 310 |
|
|
2021
Q2 | $1.99M | Buy |
37,412
+31,147
| +497% | +$1.25M | 0.1% | 242 |
|
|
2021
Q1 | $244K | Buy |
+6,265
| New | +$319K | 0.01% | 673 |
|
|
2020
Q4 | – | Sell |
-4,750
| Closed | -$101K | – | 1254 |
|
|
2020
Q3 | $101K | Buy |
+4,750
| New | +$73.1K | 0.04% | 403 |
|
Other funds holding NIO
AMH
