Caldwell Sutter Capital’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 | $88.9K | Hold |
720
| – | – | 0.04% | 294 |
|
|
2025
Q1 | $78.5K | Hold |
720
| – | – | 0.04% | 301 |
|
|
2024
Q4 | $75.5K | Hold |
720
| – | – | 0.04% | 306 |
|
|
2024
Q3 | $68.9K | Hold |
720
| – | – | 0.03% | 320 |
|
|
2024
Q2 | $59.8K | Sell |
720
-409
| -36% | -$34K | 0.03% | 331 |
|
|
2024
Q1 | $97.1K | Hold |
1,129
| – | – | 0.05% | 277 |
|
|
2023
Q4 | $90.9K | Hold |
1,129
| – | – | 0.05% | 278 |
|
|
2023
Q3 | $78.8K | Hold |
1,129
| – | – | 0.04% | 280 |
|
|
2023
Q2 | $76.7K | Hold |
1,129
| – | – | 0.04% | 283 |
|
|
2023
Q1 | $71.2K | Hold |
1,129
| – | – | 0.05% | 215 |
|
|
2022
Q4 | $90.1K | Buy |
+1,129
| New | +$90.1K | 0.08% | 154 |
|