Creative Planning’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 | $1.92M | Buy |
15,545
+270
| +2% | +$33.3K | ﹤0.01% | 1343 |
|
|
2025
Q1 | $1.66M | Buy |
15,275
+1,979
| +15% | +$216K | ﹤0.01% | 1320 |
|
|
2024
Q4 | $1.39M | Buy |
13,296
+812
| +7% | +$85.2K | ﹤0.01% | 1385 |
|
|
2024
Q3 | $1.19M | Buy |
12,484
+777
| +7% | +$74.3K | ﹤0.01% | 1393 |
|
|
2024
Q2 | $972K | Sell |
11,707
-163
| -1% | -$13.5K | ﹤0.01% | 1415 |
|
|
2024
Q1 | $1.02M | Buy |
11,870
+5,743
| +94% | +$494K | ﹤0.01% | 1326 |
|
|
2023
Q4 | $493K | Buy |
6,127
+26
| +0.4% | +$2.09K | ﹤0.01% | 1716 |
|
|
2023
Q3 | $426K | Buy |
6,101
+102
| +2% | +$7.12K | ﹤0.01% | 1660 |
|
|
2023
Q2 | $407K | Sell |
5,999
-287
| -5% | -$19.5K | ﹤0.01% | 1677 |
|
|
2023
Q1 | $396K | Buy |
6,286
+620
| +11% | +$39.1K | ﹤0.01% | 1621 |
|
|
2022
Q4 | $452K | Sell |
5,666
-1,844
| -25% | -$147K | ﹤0.01% | 1480 |
|
|
2022
Q3 | $529K | Buy |
7,510
+2,424
| +48% | +$171K | ﹤0.01% | 1295 |
|
|
2022
Q2 | $368K | Buy |
5,086
+4
| +0.1% | +$289 | ﹤0.01% | 1472 |
|
|
2022
Q1 | $476K | Hold |
5,082
| – | – | ﹤0.01% | 1343 |
|
|
2021
Q4 | $436K | Buy |
5,082
+2,138
| +73% | +$183K | ﹤0.01% | 1391 |
|
|
2021
Q3 | $218K | Buy |
+2,944
| New | +$218K | ﹤0.01% | 1810 |
|