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Prosperity Financial Group’s NIO NIO Stock Holding History

Prosperity Financial Group’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147K Hold
24,400
– – 0.05% 183
2025
Q4 		$124K Hold
24,400
– – 0.04% 178
2025
Q3 		$186K Sell
24,400
-1,100
-4% -$5.93K 0.07% 171
2025
Q2 		$87.5K Buy
25,500
+1,600
+7% +$5.96K 0.04% 162
2025
Q1 		$91.1K Buy
23,900
+12,200
+104% +$53.7K 0.05% 157
2024
Q4 		$51K Buy
+11,700
New +$59.5K 0.03% 167

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Bank of America
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Goldman Sachs
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BNP Paribas Financial Markets
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Two Sigma Investments
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Citadel Advisors
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AMH
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return