Sequoia Financial Advisors’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
+1,723
| New | +$291K | ﹤0.01% | 1264 |
|
|
2025
Q1 | – | Sell |
-1,483
| Closed | -$252K | – | 1419 |
|
|
2024
Q4 | $252K | Sell |
1,483
-346
| -19% | -$58.8K | ﹤0.01% | 1097 |
|
|
2024
Q3 | $318K | Buy |
1,829
+627
| +52% | +$109K | ﹤0.01% | 935 |
|
|
2024
Q2 | $207K | Sell |
1,202
-5
| -0.4% | -$860 | ﹤0.01% | 1091 |
|
|
2024
Q1 | $315K | Buy |
1,207
+47
| +4% | +$12.2K | ﹤0.01% | 835 |
|
|
2023
Q4 | $231K | Buy |
+1,160
| New | +$231K | ﹤0.01% | 1034 |
|
|
2023
Q3 | – | Sell |
-1,393
| Closed | -$288K | – | 987 |
|
|
2023
Q2 | $288K | Buy |
1,393
+118
| +9% | +$24.4K | ﹤0.01% | 715 |
|
|
2023
Q1 | $292K | Sell |
1,275
-91
| -7% | -$20.8K | 0.01% | 635 |
|
|
2022
Q4 | $263K | Buy |
+1,366
| New | +$263K | 0.01% | 633 |
|