Raymond James & Associates’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $425K | Buy |
63,578
+5,872
| +10% | +$27K | ﹤0.01% | 3199 |
|
|
2024
Q2 | $240K | Sell |
57,706
-5,074
| -8% | -$24K | ﹤0.01% | 3505 |
|
|
2024
Q1 | $283K | Sell |
62,780
-7,932
| -11% | -$47.8K | ﹤0.01% | 3403 |
|
|
2023
Q4 | $641K | Sell |
70,712
-5,666
| -7% | -$45K | ﹤0.01% | 2803 |
|
|
2023
Q3 | $690K | Sell |
76,378
-3,476
| -4% | -$38.7K | ﹤0.01% | 2685 |
|
|
2023
Q2 | $774K | Sell |
79,854
-15,119
| -16% | -$128K | ﹤0.01% | 2641 |
|
|
2023
Q1 | $998K | Buy |
94,973
+488
| +0.5% | +$4.99K | ﹤0.01% | 2448 |
|
|
2022
Q4 | $921K | Sell |
94,485
-14,998
| -14% | -$173K | ﹤0.01% | 2476 |
|
|
2022
Q3 | $1.73M | Sell |
109,483
-1,099
| -1% | -$21.7K | ﹤0.01% | 2059 |
|
|
2022
Q2 | $2.4M | Sell |
110,582
-28,559
| -21% | -$524K | ﹤0.01% | 1878 |
|
|
2022
Q1 | $2.93M | Sell |
139,141
-105,474
| -43% | -$2.48M | ﹤0.01% | 1870 |
|
|
2021
Q4 | $7.75M | Sell |
244,615
-35,195
| -13% | -$1.29M | 0.01% | 1254 |
|
|
2021
Q3 | $9.97M | Buy |
279,810
+21,905
| +8% | +$900K | 0.01% | 1057 |
|
|
2021
Q2 | $13.7M | Buy |
257,905
+309
| +0.1% | +$12.4K | 0.01% | 903 |
|
|
2021
Q1 | $10M | Buy |
257,596
+63,847
| +33% | +$3.25M | 0.01% | 1031 |
|
|
2020
Q4 | $9.44M | Sell |
193,749
-12,977
| -6% | -$502K | 0.01% | 988 |
|
|
2020
Q3 | $4.39M | Buy |
206,726
+65,486
| +46% | +$1.01M | 0.01% | 1300 |
|
|
2020
Q2 | $1.09M | Buy |
141,240
+105,112
| +291% | +$462K | ﹤0.01% | 2107 |
|
|
2020
Q1 | $100K | Buy |
36,128
+15,942
| +79% | +$59.4K | ﹤0.01% | 3217 |
|
|
2019
Q4 | $81K | Sell |
20,186
-14,530
| -42% | -$29.2K | ﹤0.01% | 3502 |
|
|
2019
Q3 | $54K | Sell |
34,716
-7,840
| -18% | -$24K | ﹤0.01% | 3460 |
|
|
2019
Q2 | $109K | Sell |
42,556
-4,865
| -10% | -$19.5K | ﹤0.01% | 3395 |
|
|
2019
Q1 | $242K | Buy |
47,421
+34,429
| +265% | +$244K | ﹤0.01% | 3104 |
|
|
2018
Q4 | $83K | Buy |
+12,992
| New | +$90.4K | ﹤0.01% | 3328 |
|
Other funds holding NIO
