SIM
NKLA

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

Synergy Investment 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
-200
Closed -$238 – 677
2024
Q4 		$238 Buy
+200
New +$571 ﹤0.01% 623

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

Synergy Investment Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 200 shares — an estimated $238 sold.

Synergy Investment Management first reported a position in NKLA in Q4 2024 and held it in 1 quarter. The position peaked at $238 in Q4 2024. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Synergy Investment Management reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 200 Nikola Corporation Common Stock shares in Q1 2025, an estimated $238.
  • Synergy Investment Management first reported a position in Nikola Corporation Common Stock in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Nikola Corporation Common Stock position peaked at $238 in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.