Sequoia Financial Advisors’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 | $862K | Hold |
6,980
| – | – | 0.01% | 746 |
|
|
2025
Q1 | $761K | Hold |
6,980
| – | – | 0.01% | 713 |
|
|
2024
Q4 | $732K | Sell |
6,980
-175
| -2% | -$18.4K | 0.01% | 676 |
|
|
2024
Q3 | $684K | Sell |
7,155
-165
| -2% | -$15.8K | 0.01% | 652 |
|
|
2024
Q2 | $608K | Hold |
7,320
| – | – | 0.01% | 623 |
|
|
2024
Q1 | $629K | Hold |
7,320
| – | – | 0.01% | 611 |
|
|
2023
Q4 | $589K | Sell |
7,320
-531
| -7% | -$42.7K | 0.01% | 687 |
|
|
2023
Q3 | $548K | Buy |
7,851
+21
| +0.3% | +$1.47K | 0.01% | 491 |
|
|
2023
Q2 | $532K | Hold |
7,830
| – | – | 0.01% | 506 |
|
|
2023
Q1 | $494K | Buy |
7,830
+5,005
| +177% | +$316K | 0.01% | 463 |
|
|
2022
Q4 | $225K | Buy |
+2,825
| New | +$225K | 0.01% | 692 |
|