Redwood Wealth Management Group’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
69,206
+3,215
+5% +$11K 0.11% 161
2025
Q1
$251K Sell
65,991
-351
-0.5% -$1.34K 0.13% 139
2024
Q4
$290K Buy
66,342
+14,640
+28% +$63.9K 0.14% 128
2024
Q3
$345K Sell
51,702
-2,650
-5% -$17.7K 0.17% 117
2024
Q2
$226K Buy
54,352
+720
+1% +$3K 0.17% 108
2024
Q1
$241K Buy
53,632
+3,450
+7% +$15.5K 0.26% 101
2023
Q4
$455K Buy
50,182
+2,745
+6% +$24.9K 0.5% 60
2023
Q3
$429K Buy
47,437
+3,595
+8% +$32.5K 0.5% 63
2023
Q2
$425K Buy
43,842
+4,530
+12% +$43.9K 0.47% 63
2023
Q1
$413K Buy
39,312
+3,628
+10% +$38.1K 0.47% 63
2022
Q4
$348K Buy
+35,684
New +$348K 0.43% 66