Raymond James Financial Services Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.73M | Buy |
408,872
+46,317
| +13% | +$309K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $1.51M | Buy |
362,555
+27,719
| +8% | +$115K | ﹤0.01% | 1831 |
|
|
2024
Q1 | $1.51M | Buy |
334,836
+20,716
| +7% | +$93.2K | ﹤0.01% | 1803 |
|
|
2023
Q4 | $2.85M | Buy |
314,120
+22,168
| +8% | +$201K | ﹤0.01% | 1378 |
|
|
2023
Q3 | $2.64M | Buy |
291,952
+66,279
| +29% | +$599K | ﹤0.01% | 1347 |
|
|
2023
Q2 | $2.19M | Buy |
225,673
+80,591
| +56% | +$781K | ﹤0.01% | 1455 |
|
|
2023
Q1 | $1.52M | Buy |
145,082
+29,924
| +26% | +$315K | ﹤0.01% | 1648 |
|
|
2022
Q4 | $1.12M | Sell |
115,158
-5,124
| -4% | -$50K | ﹤0.01% | 1764 |
|
|
2022
Q3 | $1.9M | Sell |
120,282
-43,689
| -27% | -$689K | ﹤0.01% | 1445 |
|
|
2022
Q2 | $3.56M | Buy |
163,971
+18,013
| +12% | +$391K | 0.01% | 1096 |
|
|
2022
Q1 | $3.07M | Buy |
145,958
+570
| +0.4% | +$12K | 0.01% | 1256 |
|
|
2021
Q4 | $4.61M | Sell |
145,388
-12,828
| -8% | -$406K | 0.01% | 1052 |
|
|
2021
Q3 | $5.64M | Sell |
158,216
-23,862
| -13% | -$850K | 0.01% | 908 |
|
|
2021
Q2 | $9.69M | Buy |
182,078
+22,535
| +14% | +$1.2M | 0.02% | 672 |
|
|
2021
Q1 | $6.22M | Buy |
159,543
+47,203
| +42% | +$1.84M | 0.01% | 797 |
|
|
2020
Q4 | $5.48M | Buy |
112,340
+33,117
| +42% | +$1.61M | 0.01% | 798 |
|
|
2020
Q3 | $1.68M | Buy |
79,223
+50,981
| +181% | +$1.08M | ﹤0.01% | 1262 |
|
|
2020
Q2 | $218K | Sell |
28,242
-358
| -1% | -$2.76K | ﹤0.01% | 2434 |
|
|
2020
Q1 | $80K | Sell |
28,600
-18,449
| -39% | -$51.6K | ﹤0.01% | 2255 |
|
|
2019
Q4 | $189K | Sell |
47,049
-9,921
| -17% | -$39.9K | ﹤0.01% | 2588 |
|
|
2019
Q3 | $89K | Buy |
56,970
+17,708
| +45% | +$27.7K | ﹤0.01% | 2645 |
|
|
2019
Q2 | $100K | Buy |
39,262
+6,939
| +21% | +$17.7K | ﹤0.01% | 2677 |
|
|
2019
Q1 | $165K | Buy |
+32,323
| New | +$165K | ﹤0.01% | 2540 |
|