Nicolet Bankshares’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
495
| – | – | 0.05% | 189 |
|
|
2025
Q1 | $252K | Hold |
495
| – | – | 0.05% | 183 |
|
|
2024
Q4 | $247K | Buy |
495
+42
| +9% | +$20.9K | 0.06% | 175 |
|
|
2024
Q3 | $234K | Hold |
453
| – | – | 0.06% | 189 |
|
|
2024
Q2 | $202K | Buy |
+453
| New | +$202K | 0.05% | 207 |
|
|
2022
Q2 | – | Sell |
-543
| Closed | -$223K | – | 216 |
|
|
2022
Q1 | $223K | Buy |
+543
| New | +$223K | 0.05% | 197 |
|