OFA
Oak Family Advisors’s Nice NICE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.53M | Sell |
20,896
-14,927
| -42% | -$2.52M | 1.11% | 31 |
|
2025
Q1 | $5.52M | Sell |
35,823
-1,849
| -5% | -$285K | 1.86% | 15 |
|
2024
Q4 | $6.4M | Buy |
37,672
+207
| +0.6% | +$35.2K | 2.32% | 12 |
|
2024
Q3 | $6.51M | Buy |
37,465
+17,102
| +84% | +$2.97M | 2% | 13 |
|
2024
Q2 | $3.5M | Buy |
20,363
+11,301
| +125% | +$1.94M | 1.2% | 29 |
|
2024
Q1 | $2.36M | Buy |
+9,062
| New | +$2.36M | 0.91% | 36 |
|