Sequoia Financial Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67K | Sell |
19,520
-6,214
| -24% | -$21.3K | ﹤0.01% | 1531 |
|
|
2025
Q1 | $98K | Sell |
25,734
-1,972
| -7% | -$7.51K | ﹤0.01% | 1312 |
|
|
2024
Q4 | $121K | Sell |
27,706
-741
| -3% | -$3.23K | ﹤0.01% | 1266 |
|
|
2024
Q3 | $190K | Sell |
28,447
-4,275
| -13% | -$28.6K | ﹤0.01% | 1170 |
|
|
2024
Q2 | $136K | Buy |
32,722
+18,039
| +123% | +$75K | ﹤0.01% | 1134 |
|
|
2024
Q1 | $66.1K | Sell |
14,683
-9,653
| -40% | -$43.4K | ﹤0.01% | 1123 |
|
|
2023
Q4 | $221K | Buy |
24,336
+8,560
| +54% | +$77.6K | ﹤0.01% | 1059 |
|
|
2023
Q3 | $143K | Buy |
15,776
+2,639
| +20% | +$23.9K | ﹤0.01% | 890 |
|
|
2023
Q2 | $127K | Buy |
+13,137
| New | +$127K | ﹤0.01% | 897 |
|