Allworth Financial’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 | $1.11K | Buy |
9
+7
| +350% | +$865 | ﹤0.01% | 3923 |
|
|
2025
Q1 | $236 | Hold |
2
| – | – | ﹤0.01% | 3831 |
|
|
2024
Q4 | $221 | Hold |
2
| – | – | ﹤0.01% | 3762 |
|
|
2024
Q3 | $192 | Hold |
2
| – | – | ﹤0.01% | 3604 |
|
|
2024
Q2 | $195 | Sell |
2
-21
| -91% | -$2.05K | ﹤0.01% | 3554 |
|
|
2024
Q1 | $1.98K | Buy |
23
+21
| +1,050% | +$1.81K | ﹤0.01% | 2816 |
|
|
2023
Q4 | $161 | Hold |
2
| – | – | ﹤0.01% | 3307 |
|
|
2023
Q3 | $140 | Hold |
2
| – | – | ﹤0.01% | 3277 |
|
|
2023
Q2 | $136 | Sell |
2
-196
| -99% | -$13.3K | ﹤0.01% | 3151 |
|
|
2023
Q1 | $12.5K | Buy |
+198
| New | +$12.5K | ﹤0.01% | 1716 |
|
|
2022
Q3 | – | Sell |
-158
| Closed | -$11K | – | 2944 |
|
|
2022
Q2 | $11K | Buy |
+158
| New | +$11K | ﹤0.01% | 1535 |
|