Steward Partners Investment Advisory’s Nikola Corporation Common Stock NKLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-178
Closed -$23 4283
2025
Q1
$23 Sell
178
-94
-35% -$12 ﹤0.01% 3989
2024
Q4
$324 Sell
272
-274
-50% -$326 ﹤0.01% 3884
2024
Q3
$2.5K Buy
546
+1
+0.2% +$5 ﹤0.01% 3397
2024
Q2
$4.46K Sell
545
-3
-0.5% -$25 ﹤0.01% 3080
2024
Q1
$17.1K Buy
548
+63
+13% +$1.97K ﹤0.01% 2585
2023
Q4
$12.7K Sell
485
-19
-4% -$499 ﹤0.01% 2608
2023
Q3
$23.7K Hold
504
﹤0.01% 2226
2023
Q2
$20.9K Buy
504
+4
+0.8% +$166 ﹤0.01% 2265
2023
Q1
$18.2K Buy
500
+236
+89% +$8.57K ﹤0.01% 2286
2022
Q4
$17.1K Buy
264
+33
+14% +$2.14K ﹤0.01% 2312
2022
Q3
$24K Sell
231
-41
-15% -$4.26K ﹤0.01% 2153
2022
Q2
$39K Buy
272
+140
+106% +$20.1K ﹤0.01% 1931
2022
Q1
$42K Buy
132
+41
+45% +$13K ﹤0.01% 2006
2021
Q4
$27K Sell
91
-28
-24% -$8.31K ﹤0.01% 2200
2021
Q3
$38K Sell
119
-10
-8% -$3.19K ﹤0.01% 2028
2021
Q2
$70K Sell
129
-28
-18% -$15.2K ﹤0.01% 2735
2021
Q1
$65.6K Buy
157
+22
+16% +$9.19K ﹤0.01% 1848
2020
Q4
$62K Sell
135
-83
-38% -$38.1K ﹤0.01% 1565
2020
Q3
$134K Buy
218
+170
+354% +$104K ﹤0.01% 1103
2020
Q2
$97K Buy
+48
New +$97K ﹤0.01% 1170