SAM
NKLA

Synergy Asset Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Synergy Asset Management’s Portfolio NKLA Stock Details NKLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$5 – 906
2024
Q4 		$5 Buy
+1
New +$3 ﹤0.01% 876

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Synergy Asset Management's NKLA Position: Q1 2025 in Review

Synergy Asset Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 1 share — an estimated $5 sold.

Synergy Asset Management first reported a position in NKLA in Q4 2024 and held it in 1 quarter. The position peaked at $5 in Q4 2024. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Synergy Asset Management reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1 Nikola Corporation Common Stock share in Q1 2025, an estimated $5.
  • Synergy Asset Management first reported a position in Nikola Corporation Common Stock in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Nikola Corporation Common Stock position peaked at $5 in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.