LPL Financial’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 | $287K | Sell |
2,323
-359
| -13% | -$44.3K | ﹤0.01% | 4691 |
|
2025
Q1 | $292K | Buy |
2,682
+406
| +18% | +$44.2K | ﹤0.01% | 4493 |
|
2024
Q4 | $239K | Buy |
2,276
+4
| +0.2% | +$420 | ﹤0.01% | 4591 |
|
2024
Q3 | $217K | Sell |
2,272
-248
| -10% | -$23.7K | ﹤0.01% | 4576 |
|
2024
Q2 | $209K | Sell |
2,520
-838
| -25% | -$69.6K | ﹤0.01% | 4443 |
|
2024
Q1 | $289K | Buy |
3,358
+80
| +2% | +$6.88K | ﹤0.01% | 4169 |
|
2023
Q4 | $264K | Sell |
3,278
-207
| -6% | -$16.7K | ﹤0.01% | 4137 |
|
2023
Q3 | $243K | Buy |
+3,485
| New | +$243K | ﹤0.01% | 4048 |
|