Curi RMB 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 | – | Sell |
-20,000
| Closed | -$2.18M | – | 676 |
|
|
2025
Q1 | $2.18M | Hold |
20,000
| – | – | 0.05% | 264 |
|
|
2024
Q4 | $2.1M | Hold |
20,000
| – | – | 0.05% | 264 |
|
|
2024
Q3 | $1.91M | Hold |
20,000
| – | – | 0.04% | 271 |
|
|
2024
Q2 | $1.66M | Hold |
20,000
| – | – | 0.04% | 282 |
|
|
2024
Q1 | $1.72M | Sell |
20,000
-5,000
| -20% | -$430K | 0.04% | 290 |
|
|
2023
Q4 | $2.01M | Sell |
25,000
-5,000
| -17% | -$402K | 0.06% | 232 |
|
|
2023
Q3 | $2.09M | Sell |
30,000
-20,000
| -40% | -$1.4M | 0.07% | 215 |
|
|
2023
Q2 | $3.4M | Hold |
50,000
| – | – | 0.11% | 173 |
|
|
2023
Q1 | $3.15M | Buy |
+50,000
| New | +$3.15M | 0.11% | 171 |
|
|
2022
Q4 | – | Sell |
-50,000
| Closed | -$3.52M | – | 486 |
|
|
2022
Q3 | $3.52M | Buy |
50,000
+10,832
| +28% | +$763K | 0.13% | 164 |
|
|
2022
Q2 | $2.83M | Buy |
+39,168
| New | +$2.83M | 0.1% | 182 |
|