Sequoia Financial Advisors’s Nicolet Bankshares NIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Buy	7,300 +320	+5%	+$46.5K	0.01%	858
2025 Q4	$847K	Sell	6,980 -2	-0%	-$253	﹤0.01%	975
2025 Q3	$939K	Buy	6,982 +2	+0%	+$265	0.01%	809
2025 Q2	$862K	Hold	6,980	–	–	0.01%	751
2025 Q1	$761K	Hold	6,980	–	–	0.01%	718
2024 Q4	$732K	Sell	6,980 -175	-2%	-$18.5K	0.01%	678
2024 Q3	$684K	Sell	7,155 -165	-2%	-$15.4K	0.01%	654
2024 Q2	$608K	Hold	7,320	–	–	0.01%	625
2024 Q1	$629K	Hold	7,320	–	–	0.01%	613
2023 Q4	$589K	Sell	7,320 -531	-7%	-$39.7K	0.01%	688
2023 Q3	$548K	Buy	7,851 +21	+0.3%	+$1.58K	0.01%	493
2023 Q2	$532K	Hold	7,830	–	–	0.01%	507
2023 Q1	$494K	Buy	7,830 +5,005	+177%	+$361K	0.01%	464
2022 Q4	$225K	Buy	+2,825	New	+$220K	0.01%	693