Nicolet Bankshares’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Hold |
1,290
| – | – | 0.06% | 176 |
|
|
2025
Q1 | $314K | Hold |
1,290
| – | – | 0.06% | 163 |
|
|
2024
Q4 | $329K | Sell |
1,290
-235
| -15% | -$59.9K | 0.08% | 162 |
|
|
2024
Q3 | $448K | Sell |
1,525
-409
| -21% | -$120K | 0.11% | 139 |
|
|
2024
Q2 | $469K | Sell |
1,934
-57
| -3% | -$13.8K | 0.12% | 130 |
|
|
2024
Q1 | $533K | Hold |
1,991
| – | – | 0.13% | 127 |
|
|
2023
Q4 | $492K | Sell |
1,991
-27
| -1% | -$6.68K | 0.13% | 127 |
|
|
2023
Q3 | $370K | Hold |
2,018
| – | – | 0.11% | 137 |
|
|
2023
Q2 | $475K | Sell |
2,018
-5
| -0.2% | -$1.18K | 0.13% | 121 |
|
|
2023
Q1 | $410K | Hold |
2,023
| – | – | 0.13% | 123 |
|
|
2022
Q4 | $393K | Hold |
2,023
| – | – | 0.14% | 123 |
|
|
2022
Q3 | $347K | Sell |
2,023
-10
| -0.5% | -$1.72K | 0.1% | 130 |
|
|
2022
Q2 | $372K | Hold |
2,033
| – | – | 0.1% | 135 |
|
|
2022
Q1 | $482K | Sell |
2,033
-50
| -2% | -$11.9K | 0.1% | 124 |
|
|
2021
Q4 | $610K | Sell |
2,083
-605
| -23% | -$177K | 0.13% | 107 |
|
|
2021
Q3 | $681K | Sell |
2,688
-5
| -0.2% | -$1.27K | 0.18% | 97 |
|
|
2021
Q2 | $645K | Hold |
2,693
| – | – | 0.17% | 102 |
|
|
2021
Q1 | $488K | Sell |
2,693
-257
| -9% | -$46.6K | 0.13% | 122 |
|
|
2020
Q4 | $569K | Sell |
2,950
-70
| -2% | -$13.5K | 0.18% | 97 |
|
|
2020
Q3 | $474K | Sell |
3,020
-15
| -0.5% | -$2.35K | 0.16% | 104 |
|
|
2020
Q2 | $522K | Hold |
3,035
| – | – | 0.2% | 90 |
|
|
2020
Q1 | $363K | Sell |
3,035
-125
| -4% | -$15K | 0.16% | 110 |
|
|
2019
Q4 | $443K | Sell |
3,160
-105
| -3% | -$14.7K | 0.16% | 116 |
|
|
2019
Q3 | $459K | Sell |
3,265
-30
| -0.9% | -$4.22K | 0.18% | 110 |
|
|
2019
Q2 | $446K | Hold |
3,295
| – | – | 0.19% | 107 |
|
|
2019
Q1 | $390K | Hold |
3,295
| – | – | 0.16% | 120 |
|
|
2018
Q4 | $307K | Buy |
3,295
+25
| +0.8% | +$2.33K | 0.15% | 127 |
|
|
2018
Q3 | $427K | Sell |
3,270
-215
| -6% | -$28.1K | 0.17% | 113 |
|
|
2018
Q2 | $436K | Hold |
3,485
| – | – | 0.18% | 104 |
|
|
2018
Q1 | $411K | Hold |
3,485
| – | – | 0.17% | 116 |
|
|
2017
Q4 | $411K | Hold |
3,485
| – | – | 0.18% | 116 |
|
|
2017
Q3 | $369K | Sell |
3,485
-160
| -4% | -$16.9K | 0.16% | 123 |
|
|
2017
Q2 | $501K | Sell |
3,645
-115
| -3% | -$15.8K | 0.24% | 87 |
|
|
2017
Q1 | $514K | Sell |
3,760
-100
| -3% | -$13.7K | 0.27% | 73 |
|
|
2016
Q4 | $456K | Sell |
3,860
-150
| -4% | -$17.7K | 0.25% | 81 |
|
|
2016
Q3 | $540K | Sell |
4,010
-753
| -16% | -$101K | 0.31% | 65 |
|
|
2016
Q2 | $612K | Sell |
4,763
-220
| -4% | -$28.3K | 0.4% | 46 |
|
|
2016
Q1 | $570K | Hold |
4,983
| – | – | 0.41% | 48 |
|
|
2015
Q4 | $527K | Buy |
+4,983
| New | +$527K | 0.52% | 47 |
|