Cerity Partners’s National Bankshares NKSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$652K Sell
23,968
-421
-2% -$11.5K ﹤0.01% 1730
2025
Q1
$649K Sell
24,389
-529
-2% -$14.1K ﹤0.01% 1621
2024
Q4
$715K Hold
24,918
﹤0.01% 1572
2024
Q3
$745K Buy
24,918
+93
+0.4% +$2.78K ﹤0.01% 1553
2024
Q2
$702K Sell
24,825
-50
-0.2% -$1.41K ﹤0.01% 1384
2024
Q1
$831K Buy
24,875
+66
+0.3% +$2.21K ﹤0.01% 1358
2023
Q4
$803K Hold
24,809
﹤0.01% 1059
2023
Q3
$621K Hold
24,809
﹤0.01% 895
2023
Q2
$724K Hold
24,809
﹤0.01% 1035
2023
Q1
$731K Hold
24,809
﹤0.01% 1116
2022
Q4
$1M Hold
24,809
0.01% 688
2022
Q3
$838K Hold
24,809
0.01% 553
2022
Q2
$779K Buy
+24,809
New +$779K 0.01% 610