NorthRock Partners’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 | $827K | Hold |
6,695
| – | – | 0.02% | 282 |
|
|
2025
Q1 | $729K | Sell |
6,695
-427
| -6% | -$46.5K | 0.02% | 266 |
|
|
2024
Q4 | $747K | Buy |
7,122
+1,859
| +35% | +$195K | 0.02% | 253 |
|
|
2024
Q3 | $503K | Sell |
5,263
-247
| -4% | -$23.6K | 0.02% | 363 |
|
|
2024
Q2 | $458K | Sell |
5,510
-235
| -4% | -$19.5K | 0.02% | 359 |
|
|
2024
Q1 | $494K | Sell |
5,745
-198
| -3% | -$17K | 0.02% | 351 |
|
|
2023
Q4 | $478K | Buy |
5,943
+1,991
| +50% | +$160K | 0.02% | 332 |
|
|
2023
Q3 | $276K | Sell |
3,952
-360
| -8% | -$25.1K | 0.03% | 255 |
|
|
2023
Q2 | $293K | Sell |
4,312
-345
| -7% | -$23.4K | 0.03% | 220 |
|
|
2023
Q1 | $294K | Sell |
4,657
-313
| -6% | -$19.7K | 0.03% | 222 |
|
|
2022
Q4 | $397K | Sell |
4,970
-403
| -8% | -$32.2K | 0.05% | 191 |
|
|
2022
Q3 | $378K | Sell |
5,373
-93
| -2% | -$6.54K | 0.04% | 170 |
|
|
2022
Q2 | $395K | Buy |
+5,466
| New | +$395K | 0.04% | 182 |
|