Steward Partners Investment Advisory’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Sell |
7,860
-11,100
| -59% | -$38.1K | ﹤0.01% | 2778 |
|
|
2025
Q1 | $72.2K | Buy |
18,960
+3,867
| +26% | +$14.7K | ﹤0.01% | 2198 |
|
|
2024
Q4 | $65.8K | Sell |
15,093
-5,740
| -28% | -$25K | ﹤0.01% | 2198 |
|
|
2024
Q3 | $139K | Sell |
20,833
-450
| -2% | -$3.01K | ﹤0.01% | 1710 |
|
|
2024
Q2 | $88.5K | Buy |
21,283
+423
| +2% | +$1.76K | ﹤0.01% | 1841 |
|
|
2024
Q1 | $93.9K | Buy |
20,860
+1,779
| +9% | +$8.01K | ﹤0.01% | 1802 |
|
|
2023
Q4 | $173K | Sell |
19,081
-483
| -2% | -$4.38K | ﹤0.01% | 1435 |
|
|
2023
Q3 | $177K | Sell |
19,564
-680
| -3% | -$6.15K | ﹤0.01% | 1346 |
|
|
2023
Q2 | $196K | Sell |
20,244
-1,420
| -7% | -$13.8K | ﹤0.01% | 1299 |
|
|
2023
Q1 | $228K | Buy |
21,664
+4,750
| +28% | +$49.9K | ﹤0.01% | 1222 |
|
|
2022
Q4 | $165K | Sell |
16,914
-150
| -0.9% | -$1.46K | ﹤0.01% | 1328 |
|
|
2022
Q3 | $269K | Buy |
17,064
+225
| +1% | +$3.55K | 0.01% | 1078 |
|
|
2022
Q2 | $366K | Buy |
16,839
+443
| +3% | +$9.63K | 0.01% | 957 |
|
|
2022
Q1 | $345K | Buy |
16,396
+258
| +2% | +$5.43K | 0.01% | 1067 |
|
|
2021
Q4 | $511K | Sell |
16,138
-1,708
| -10% | -$54.1K | 0.01% | 930 |
|
|
2021
Q3 | $636K | Sell |
17,846
-8,074
| -31% | -$288K | 0.01% | 831 |
|
|
2021
Q2 | $1.38M | Sell |
25,920
-11,494
| -31% | -$612K | 0.02% | 564 |
|
|
2021
Q1 | $1.46M | Buy |
37,414
+15,836
| +73% | +$617K | 0.03% | 520 |
|
|
2020
Q4 | $1.05M | Buy |
21,578
+12,223
| +131% | +$596K | 0.02% | 544 |
|
|
2020
Q3 | $199K | Buy |
9,355
+5,555
| +146% | +$118K | 0.01% | 942 |
|
|
2020
Q2 | $29K | Sell |
3,800
-200
| -5% | -$1.53K | ﹤0.01% | 1632 |
|
|
2020
Q1 | $11K | Sell |
4,000
-935
| -19% | -$2.57K | ﹤0.01% | 1825 |
|
|
2019
Q4 | $19K | Sell |
4,935
-2,000
| -29% | -$7.7K | ﹤0.01% | 1790 |
|
|
2019
Q3 | $10K | Hold |
6,935
| – | – | ﹤0.01% | 1994 |
|
|
2019
Q2 | $17K | Buy |
+6,935
| New | +$17K | ﹤0.01% | 1765 |
|
|
2018
Q4 | – | Sell |
-3,300
| Closed | -$23K | – | 1657 |
|
|
2018
Q3 | $23K | Buy |
+3,300
| New | +$23K | ﹤0.01% | 1498 |
|