CAPTRUST Financial Advisors’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
3,761
+1,795
| +91% | +$303K | ﹤0.01% | 1593 |
|
|
2025
Q1 | $303K | Buy |
+1,966
| New | +$303K | ﹤0.01% | 1933 |
|
|
2024
Q4 | – | Sell |
-1,416
| Closed | -$246K | – | 2366 |
|
|
2024
Q3 | $246K | Sell |
1,416
-818
| -37% | -$142K | ﹤0.01% | 2011 |
|
|
2024
Q2 | $384K | Buy |
2,234
+655
| +41% | +$113K | ﹤0.01% | 1652 |
|
|
2024
Q1 | $411K | Sell |
1,579
-1,738
| -52% | -$453K | ﹤0.01% | 1592 |
|
|
2023
Q4 | $662K | Sell |
3,317
-205
| -6% | -$40.9K | ﹤0.01% | 1530 |
|
|
2023
Q3 | $599K | Buy |
3,522
+454
| +15% | +$77.2K | ﹤0.01% | 1532 |
|
|
2023
Q2 | $634K | Buy |
3,068
+920
| +43% | +$190K | ﹤0.01% | 1489 |
|
|
2023
Q1 | $492K | Sell |
2,148
-179
| -8% | -$41K | ﹤0.01% | 1418 |
|
|
2022
Q4 | $447K | Buy |
2,327
+4
| +0.2% | +$769 | ﹤0.01% | 1395 |
|
|
2022
Q3 | $437K | Buy |
2,323
+630
| +37% | +$119K | ﹤0.01% | 1311 |
|
|
2022
Q2 | $326K | Sell |
1,693
-212
| -11% | -$40.8K | ﹤0.01% | 1374 |
|
|
2022
Q1 | $417K | Buy |
1,905
+197
| +12% | +$43.1K | ﹤0.01% | 1233 |
|
|
2021
Q4 | $519K | Sell |
1,708
-163
| -9% | -$49.5K | ﹤0.01% | 1103 |
|
|
2021
Q3 | $531K | Buy |
1,871
+496
| +36% | +$141K | ﹤0.01% | 1002 |
|
|
2021
Q2 | $340K | Sell |
1,375
-20
| -1% | -$4.95K | ﹤0.01% | 1193 |
|
|
2021
Q1 | $304K | Buy |
1,395
+293
| +27% | +$63.9K | ﹤0.01% | 1218 |
|
|
2020
Q4 | $312K | Sell |
1,102
-121
| -10% | -$34.3K | ﹤0.01% | 1013 |
|
|
2020
Q3 | $282K | Sell |
1,223
-113
| -8% | -$26.1K | ﹤0.01% | 902 |
|
|
2020
Q2 | $251K | Hold |
1,336
| – | – | ﹤0.01% | 936 |
|
|
2020
Q1 | $188K | Sell |
1,336
-52
| -4% | -$7.32K | ﹤0.01% | 882 |
|
|
2019
Q4 | $220K | Buy |
+1,388
| New | +$220K | ﹤0.01% | 948 |
|