Valeo Financial Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.5K | Sell |
11,512
-19,952
| -63% | -$68.4K | ﹤0.01% | 741 |
|
|
2025
Q1 | $120K | Buy |
31,464
+19,540
| +164% | +$74.4K | ﹤0.01% | 652 |
|
|
2024
Q4 | $52K | Sell |
11,924
-3,246
| -21% | -$14.2K | ﹤0.01% | 678 |
|
|
2024
Q3 | $101K | Buy |
15,170
+12
| +0.1% | +$80 | ﹤0.01% | 666 |
|
|
2024
Q2 | $63.1K | Sell |
15,158
-225
| -1% | -$936 | ﹤0.01% | 636 |
|
|
2024
Q1 | $63.8K | Sell |
15,383
-5,000
| -25% | -$20.8K | ﹤0.01% | 634 |
|
|
2023
Q4 | $185K | Buy |
20,383
+2,490
| +14% | +$22.6K | 0.01% | 595 |
|
|
2023
Q3 | $162K | Buy |
17,893
+1,293
| +8% | +$11.7K | 0.01% | 577 |
|
|
2023
Q2 | $161K | Sell |
16,600
-8,375
| -34% | -$81.2K | 0.01% | 553 |
|
|
2023
Q1 | $262K | Buy |
24,975
+10,685
| +75% | +$112K | 0.01% | 477 |
|
|
2022
Q4 | $139K | Sell |
14,290
-1,701
| -11% | -$16.6K | 0.01% | 501 |
|
|
2022
Q3 | $252K | Buy |
15,991
+1,268
| +9% | +$20K | 0.02% | 388 |
|
|
2022
Q2 | $320K | Sell |
14,723
-30,515
| -67% | -$663K | 0.02% | 322 |
|
|
2022
Q1 | $952K | Buy |
45,238
+32,014
| +242% | +$674K | 0.05% | 200 |
|
|
2021
Q4 | $419K | Sell |
13,224
-900
| -6% | -$28.5K | 0.02% | 338 |
|
|
2021
Q3 | $503K | Buy |
14,124
+3,526
| +33% | +$126K | 0.03% | 290 |
|
|
2021
Q2 | $564K | Buy |
10,598
+471
| +5% | +$25.1K | 0.03% | 231 |
|
|
2021
Q1 | $395K | Sell |
10,127
-825
| -8% | -$32.2K | 0.02% | 304 |
|
|
2020
Q4 | $534K | Sell |
10,952
-3,109
| -22% | -$152K | 0.03% | 236 |
|
|
2020
Q3 | $298K | Buy |
14,061
+8,780
| +166% | +$186K | 0.03% | 249 |
|
|
2020
Q2 | $41K | Buy |
5,281
+2,281
| +76% | +$17.7K | ﹤0.01% | 763 |
|
|
2020
Q1 | $8K | Sell |
3,000
-39,500
| -93% | -$105K | ﹤0.01% | 1124 |
|
|
2019
Q4 | $171K | Buy |
42,500
+40,000
| +1,600% | +$161K | 0.02% | 348 |
|
|
2019
Q3 | $4K | Hold |
2,500
| – | – | ﹤0.01% | 1242 |
|
|
2019
Q2 | $6K | Buy |
+2,500
| New | +$6K | ﹤0.01% | 1153 |
|