Sunbelt Securities’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536 | Buy |
123
+73
| +146% | +$318 | ﹤0.01% | 1705 |
|
|
2025
Q1 | $190 | Sell |
50
-73
| -59% | -$277 | ﹤0.01% | 1744 |
|
|
2024
Q4 | $539 | Hold |
123
| – | – | ﹤0.01% | 1712 |
|
|
2024
Q3 | $822 | Buy |
123
+73
| +146% | +$488 | ﹤0.01% | 1699 |
|
|
2024
Q2 | $208 | Hold |
50
| – | – | ﹤0.01% | 1702 |
|
|
2024
Q1 | $225 | Sell |
50
-116
| -70% | -$522 | ﹤0.01% | 1668 |
|
|
2023
Q4 | $1.51K | Sell |
166
-300
| -64% | -$2.72K | ﹤0.01% | 1499 |
|
|
2023
Q3 | $4.21K | Sell |
466
-1,000
| -68% | -$9.04K | ﹤0.01% | 1342 |
|
|
2023
Q2 | $14.2K | Hold |
1,466
| – | – | ﹤0.01% | 1098 |
|
|
2023
Q1 | $15.3K | Buy |
+1,466
| New | +$15.3K | ﹤0.01% | 1018 |
|
|
2022
Q4 | – | Sell |
-12,466
| Closed | -$197K | – | 465 |
|
|
2022
Q3 | $197K | Hold |
12,466
| – | – | 0.04% | 408 |
|
|
2022
Q2 | $271K | Buy |
+12,466
| New | +$271K | 0.06% | 355 |
|
|
2021
Q4 | – | Sell |
-6,300
| Closed | -$270K | – | 498 |
|
|
2021
Q3 | $270K | Hold |
6,300
| – | – | 0.05% | 371 |
|
|
2021
Q2 | $270K | Buy |
+6,300
| New | +$270K | 0.05% | 371 |
|