Advisory Research’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26M | Sell |
42,582
-1,532
| -3% | -$189K | 0.81% | 36 |
|
|
2025
Q1 | $4.81M | Sell |
44,114
-609
| -1% | -$66.4K | 0.85% | 35 |
|
|
2024
Q4 | $4.69M | Buy |
44,723
+155
| +0.3% | +$16.3K | 0.78% | 36 |
|
|
2024
Q3 | $4.26M | Buy |
44,568
+633
| +1% | +$60.5K | 0.76% | 40 |
|
|
2024
Q2 | $3.65M | Sell |
43,935
-4
| -0% | -$332 | 0.69% | 40 |
|
|
2024
Q1 | $3.78M | Buy |
43,939
+1,675
| +4% | +$144K | 0.75% | 37 |
|
|
2023
Q4 | $3.4M | Sell |
42,264
-2,992
| -7% | -$241K | 0.52% | 45 |
|
|
2023
Q3 | $3.16M | Sell |
45,256
-1,415
| -3% | -$98.7K | 0.44% | 54 |
|
|
2023
Q2 | $3.17M | Sell |
46,671
-648
| -1% | -$44K | 0.41% | 60 |
|
|
2023
Q1 | $2.98M | Sell |
47,319
-710
| -1% | -$44.8K | 0.49% | 53 |
|
|
2022
Q4 | $3.83M | Buy |
48,029
+6,727
| +16% | +$537K | 0.36% | 47 |
|
|
2022
Q3 | $2.91M | Sell |
41,302
-318
| -0.8% | -$22.4K | 0.28% | 67 |
|
|
2022
Q2 | $3.01M | Buy |
41,620
+8,805
| +27% | +$637K | 0.29% | 67 |
|
|
2022
Q1 | $3.07M | Buy |
32,815
+445
| +1% | +$41.6K | 0.25% | 73 |
|
|
2021
Q4 | $2.78M | Buy |
32,370
+16,186
| +100% | +$1.39M | 0.22% | 82 |
|
|
2021
Q3 | $1.2M | Buy |
+16,184
| New | +$1.2M | 0.08% | 175 |
|