Prospera Financial Services’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99.4K Sell
28,980
-1,914
-6% -$6.57K ﹤0.01% 1283
2025
Q1
$118K Sell
30,894
-150
-0.5% -$571 ﹤0.01% 1139
2024
Q4
$135K Sell
31,044
-5,766
-16% -$25.1K ﹤0.01% 1105
2024
Q3
$246K Sell
36,810
-130
-0.4% -$868 0.01% 1001
2024
Q2
$154K Buy
36,940
+330
+0.9% +$1.37K ﹤0.01% 1088
2024
Q1
$165K Sell
36,610
-962
-3% -$4.33K ﹤0.01% 1055
2023
Q4
$341K Hold
37,572
0.01% 792
2023
Q3
$340K Buy
37,572
+3,829
+11% +$34.6K 0.01% 757
2023
Q2
$327K Sell
33,743
-6,200
-16% -$60.1K 0.01% 759
2023
Q1
$420K Sell
39,943
-1,283
-3% -$13.5K 0.02% 670
2022
Q4
$402K Sell
41,226
-2,135
-5% -$20.8K 0.02% 595
2022
Q3
$684K Buy
43,361
+5,660
+15% +$89.3K 0.04% 455
2022
Q2
$819K Buy
37,701
+7,610
+25% +$165K 0.04% 411
2022
Q1
$633K Buy
30,091
+3,346
+13% +$70.4K 0.03% 533
2021
Q4
$848K Sell
26,745
-13,046
-33% -$414K 0.04% 446
2021
Q3
$1.42M Buy
39,791
+2,379
+6% +$84.8K 0.07% 310
2021
Q2
$1.99M Buy
37,412
+31,147
+497% +$1.66M 0.1% 242
2021
Q1
$244K Buy
+6,265
New +$244K 0.01% 673
2020
Q4
Sell
-4,750
Closed -$101K 1254
2020
Q3
$101K Buy
+4,750
New +$101K 0.04% 403