Stifel Financial’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-11,807
| Closed | -$60.2K | – | 3713 |
|
|
2025
Q4 | $60.2K | Sell |
11,807
-244
| -2% | -$1.5K | ﹤0.01% | 3518 |
|
|
2025
Q3 | $91.8K | Sell |
12,051
-160
| -1% | -$862 | ﹤0.01% | 3452 |
|
|
2025
Q2 | $41.9K | Sell |
12,211
-1,125
| -8% | -$4.19K | ﹤0.01% | 3422 |
|
|
2025
Q1 | $50.8K | Buy |
13,336
+840
| +7% | +$3.7K | ﹤0.01% | 3348 |
|
|
2024
Q4 | $54.5K | Sell |
12,496
-11,232
| -47% | -$57.2K | ﹤0.01% | 3308 |
|
|
2024
Q3 | $159K | Buy |
23,728
+1,476
| +7% | +$6.78K | ﹤0.01% | 3181 |
|
|
2024
Q2 | $92.6K | Buy |
22,252
+718
| +3% | +$3.4K | ﹤0.01% | 3224 |
|
|
2024
Q1 | $96.9K | Sell |
21,534
-1,318
| -6% | -$7.95K | ﹤0.01% | 3205 |
|
|
2023
Q4 | $207K | Buy |
22,852
+826
| +4% | +$6.56K | ﹤0.01% | 3048 |
|
|
2023
Q3 | $199K | Sell |
22,026
-1,480
| -6% | -$16.5K | ﹤0.01% | 2994 |
|
|
2023
Q2 | $228K | Sell |
23,506
-5,230
| -18% | -$44.3K | ﹤0.01% | 2975 |
|
|
2023
Q1 | $302K | Buy |
28,736
+19
| +0.1% | +$194 | ﹤0.01% | 2811 |
|
|
2022
Q4 | $280K | Sell |
28,717
-6,575
| -19% | -$75.8K | ﹤0.01% | 2801 |
|
|
2022
Q3 | $556K | Sell |
35,292
-3,445
| -9% | -$68.2K | ﹤0.01% | 2370 |
|
|
2022
Q2 | $842K | Sell |
38,737
-2,757
| -7% | -$50.6K | ﹤0.01% | 2125 |
|
|
2022
Q1 | $873K | Sell |
41,494
-34,321
| -45% | -$808K | ﹤0.01% | 2223 |
|
|
2021
Q4 | $2.4M | Sell |
75,815
-11,402
| -13% | -$419K | ﹤0.01% | 1484 |
|
|
2021
Q3 | $3.11M | Sell |
87,217
-16,046
| -16% | -$659K | ﹤0.01% | 1292 |
|
|
2021
Q2 | $5.49M | Buy |
103,263
+32,354
| +46% | +$1.3M | 0.01% | 970 |
|
|
2021
Q1 | $2.77M | Buy |
70,909
+30,275
| +75% | +$1.54M | ﹤0.01% | 1316 |
|
|
2020
Q4 | $1.98M | Sell |
40,634
-2,150
| -5% | -$83.2K | ﹤0.01% | 1400 |
|
|
2020
Q3 | $908K | Buy |
+42,784
| New | +$659K | ﹤0.01% | 1703 |
|
|
2019
Q4 | – | Sell |
-16,136
| Closed | -$28K | – | 3061 |
|
|
2019
Q3 | $28K | Sell |
16,136
-9,650
| -37% | -$29.5K | ﹤0.01% | 2817 |
|
|
2019
Q2 | $67K | Sell |
25,786
-42,377
| -62% | -$170K | ﹤0.01% | 2847 |
|
|
2019
Q1 | $351K | Buy |
+68,163
| New | +$483K | ﹤0.01% | 2270 |
|
Other funds holding NIO
AMH
