Dana Investment Advisors’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 | $1.23M | Hold |
10,000
| – | – | 0.04% | 360 |
|
2025
Q1 | $1.09M | Hold |
10,000
| – | – | 0.04% | 369 |
|
2024
Q4 | $1.05M | Hold |
10,000
| – | – | 0.03% | 374 |
|
2024
Q3 | $956K | Hold |
10,000
| – | – | 0.03% | 386 |
|
2024
Q2 | $830K | Hold |
10,000
| – | – | 0.03% | 395 |
|
2024
Q1 | $860K | Hold |
10,000
| – | – | 0.03% | 388 |
|
2023
Q4 | $805K | Hold |
10,000
| – | – | 0.04% | 274 |
|
2023
Q3 | $698K | Hold |
10,000
| – | – | 0.04% | 275 |
|
2023
Q2 | $679K | Hold |
10,000
| – | – | 0.03% | 281 |
|
2023
Q1 | $631K | Hold |
10,000
| – | – | 0.03% | 286 |
|
2022
Q4 | $798K | Sell |
10,000
-700
| -7% | -$55.9K | 0.04% | 259 |
|
2022
Q3 | $754K | Hold |
10,700
| – | – | 0.04% | 253 |
|
2022
Q2 | $774K | Buy |
+10,700
| New | +$774K | 0.04% | 258 |
|