Steph & Co’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Hold |
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|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.37M | Hold |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.23M | Hold |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.2M | Hold |
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|
2023
Q3 | $1.04M | Hold |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $943K | Sell |
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|
2022
Q4 | $1.21M | Hold |
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|
2022
Q3 | $1.07M | Hold |
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|
2022
Q2 | $1.1M | Hold |
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|
2022
Q1 | $1.42M | Hold |
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|
2021
Q4 | $1.3M | Hold |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $843K | Hold |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $815K | Hold |
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|
2020
Q3 | $671K | Hold |
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|
2020
Q2 | $673K | Hold |
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|
2020
Q1 | $670K | Sell |
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|
2019
Q4 | $1.17M | Buy |
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