Stratos Wealth Partners’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 | $75.1K | Buy |
12,453
+450
| +4% | +$2.27K | ﹤0.01% | 1594 |
|
|
2025
Q4 | $61.2K | Sell |
12,003
-3,207
| -21% | -$19.8K | ﹤0.01% | 1572 |
|
|
2025
Q3 | $116K | Buy |
15,210
+3,947
| +35% | +$21.3K | ﹤0.01% | 1512 |
|
|
2025
Q2 | $38.6K | Sell |
11,263
-260
| -2% | -$969 | ﹤0.01% | 1402 |
|
|
2025
Q1 | $43.9K | Sell |
11,523
-805
| -7% | -$3.54K | ﹤0.01% | 1340 |
|
|
2024
Q4 | $53.8K | Sell |
12,328
-628
| -5% | -$3.2K | ﹤0.01% | 1425 |
|
|
2024
Q3 | $86.5K | Buy |
12,956
+1,323
| +11% | +$6.08K | ﹤0.01% | 1397 |
|
|
2024
Q2 | $48.4K | Sell |
11,633
-7,410
| -39% | -$35.1K | ﹤0.01% | 1348 |
|
|
2024
Q1 | $85.7K | Sell |
19,043
-1,032
| -5% | -$6.22K | ﹤0.01% | 1343 |
|
|
2023
Q4 | $182K | Buy |
20,075
+1,816
| +10% | +$14.4K | ﹤0.01% | 1286 |
|
|
2023
Q3 | $165K | Buy |
18,259
+3,233
| +22% | +$36K | ﹤0.01% | 1195 |
|
|
2023
Q2 | $146K | Buy |
15,026
+3,032
| +25% | +$25.7K | ﹤0.01% | 1127 |
|
|
2023
Q1 | $126K | Sell |
11,994
-2,930
| -20% | -$30K | ﹤0.01% | 1072 |
|
|
2022
Q4 | $146K | Sell |
14,924
-2,170
| -13% | -$25K | ﹤0.01% | 1074 |
|
|
2022
Q3 | $270K | Sell |
17,094
-2,044
| -11% | -$40.4K | 0.01% | 908 |
|
|
2022
Q2 | $416K | Buy |
19,138
+2,631
| +16% | +$48.3K | 0.01% | 802 |
|
|
2022
Q1 | $347K | Sell |
16,507
-4,831
| -23% | -$114K | 0.01% | 936 |
|
|
2021
Q4 | $676K | Sell |
21,338
-13,638
| -39% | -$501K | 0.02% | 703 |
|
|
2021
Q3 | $1.25M | Sell |
34,976
-1,715
| -5% | -$70.5K | 0.03% | 452 |
|
|
2021
Q2 | $1.95M | Buy |
36,691
+996
| +3% | +$39.9K | 0.05% | 348 |
|
|
2021
Q1 | $1.39M | Buy |
35,695
+16,523
| +86% | +$842K | 0.04% | 411 |
|
|
2020
Q4 | $934K | Buy |
+19,172
| New | +$742K | 0.03% | 464 |
|
|
2020
Q3 | – | Sell |
-22,699
| Closed | -$175K | – | 1050 |
|
|
2020
Q2 | $175K | Sell |
22,699
-9,064
| -29% | -$39.8K | 0.01% | 915 |
|
|
2020
Q1 | $88K | Buy |
31,763
+15,885
| +100% | +$59.2K | ﹤0.01% | 875 |
|
|
2019
Q4 | $64K | Buy |
15,878
+2,550
| +19% | +$5.13K | ﹤0.01% | 963 |
|
|
2019
Q3 | $21K | Sell |
13,328
-2,900
| -18% | -$8.87K | ﹤0.01% | 954 |
|
|
2019
Q2 | $41K | Buy |
+16,228
| New | +$65.2K | ﹤0.01% | 944 |
|
Other funds holding NIO
AMH
