Steward Partners Investment Advisory’s Nikola Corporation Common Stock NKLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-178
| Closed | -$23 | – | 4283 |
|
|
2025
Q1 | $23 | Sell |
178
-94
| -35% | -$82 | ﹤0.01% | 3989 |
|
|
2024
Q4 | $324 | Sell |
272
-274
| -50% | -$782 | ﹤0.01% | 3884 |
|
|
2024
Q3 | $2.5K | Buy |
546
+1
| +0.2% | +$7 | ﹤0.01% | 3397 |
|
|
2024
Q2 | $4.46K | Sell |
545
-3
| -0.5% | -$54 | ﹤0.01% | 3080 |
|
|
2024
Q1 | $17.1K | Buy |
548
+63
| +13% | +$1.35K | ﹤0.01% | 2585 |
|
|
2023
Q4 | $12.7K | Sell |
485
-19
| -4% | -$590 | ﹤0.01% | 2608 |
|
|
2023
Q3 | $23.7K | Hold |
504
| – | – | ﹤0.01% | 2226 |
|
|
2023
Q2 | $20.9K | Buy |
504
+4
| +0.8% | +$110 | ﹤0.01% | 2265 |
|
|
2023
Q1 | $18.2K | Buy |
500
+236
| +89% | +$15.5K | ﹤0.01% | 2286 |
|
|
2022
Q4 | $17.1K | Buy |
264
+33
| +14% | +$2.76K | ﹤0.01% | 2312 |
|
|
2022
Q3 | $24K | Sell |
231
-41
| -15% | -$6.94K | ﹤0.01% | 2153 |
|
|
2022
Q2 | $39K | Buy |
272
+140
| +106% | +$28.6K | ﹤0.01% | 1931 |
|
|
2022
Q1 | $42K | Buy |
132
+41
| +45% | +$10.5K | ﹤0.01% | 2006 |
|
|
2021
Q4 | $27K | Sell |
91
-28
| -24% | -$9.34K | ﹤0.01% | 2200 |
|
|
2021
Q3 | $38K | Sell |
119
-10
| -8% | -$3.5K | ﹤0.01% | 2028 |
|
|
2021
Q2 | $70K | Sell |
129
-28
| -18% | -$11.7K | ﹤0.01% | 2736 |
|
|
2021
Q1 | $65.6K | Buy |
157
+22
| +16% | +$12.5K | ﹤0.01% | 1848 |
|
|
2020
Q4 | $62K | Sell |
135
-83
| -38% | -$51.7K | ﹤0.01% | 1565 |
|
|
2020
Q3 | $134K | Buy |
218
+170
| +354% | +$198K | ﹤0.01% | 1103 |
|
|
2020
Q2 | $97K | Buy |
+48
| New | +$46.3K | ﹤0.01% | 1170 |
|
Other funds holding NKLA
PAS
CCMW
SIS
TC