Steward Partners Investment Advisory’s Nice NICE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $108K | Sell |
639
-138
| -18% | -$23.3K | ﹤0.01% | 2065 |
|
2025
Q1 | $120K | Buy |
777
+44
| +6% | +$6.78K | ﹤0.01% | 1919 |
|
2024
Q4 | $124K | Sell |
733
-451
| -38% | -$76.6K | ﹤0.01% | 1869 |
|
2024
Q3 | $206K | Sell |
1,184
-46
| -4% | -$7.99K | ﹤0.01% | 1516 |
|
2024
Q2 | $212K | Buy |
1,230
+1
| +0.1% | +$172 | ﹤0.01% | 1424 |
|
2024
Q1 | $320K | Sell |
1,229
-612
| -33% | -$159K | ﹤0.01% | 1226 |
|
2023
Q4 | $367K | Buy |
1,841
+495
| +37% | +$98.8K | 0.01% | 1131 |
|
2023
Q3 | $229K | Buy |
1,346
+2
| +0.1% | +$340 | ﹤0.01% | 1223 |
|
2023
Q2 | $278K | Sell |
1,344
-7
| -0.5% | -$1.45K | ﹤0.01% | 1152 |
|
2023
Q1 | $309K | Sell |
1,351
-19
| -1% | -$4.35K | ﹤0.01% | 1097 |
|
2022
Q4 | $263K | Sell |
1,370
-38
| -3% | -$7.31K | ﹤0.01% | 1130 |
|
2022
Q3 | $265K | Hold |
1,408
| – | – | 0.01% | 1086 |
|
2022
Q2 | $271K | Sell |
1,408
-1,398
| -50% | -$269K | 0.01% | 1081 |
|
2022
Q1 | $615K | Buy |
2,806
+173
| +7% | +$37.9K | 0.01% | 853 |
|
2021
Q4 | $799K | Buy |
2,633
+1,465
| +125% | +$445K | 0.01% | 773 |
|
2021
Q3 | $332K | Hold |
1,168
| – | – | 0.01% | 1065 |
|
2021
Q2 | $289K | Sell |
1,168
-20
| -2% | -$4.95K | ﹤0.01% | 1207 |
|
2021
Q1 | $259K | Buy |
1,188
+20
| +2% | +$4.36K | ﹤0.01% | 1171 |
|
2020
Q4 | $331K | Buy |
1,168
+90
| +8% | +$25.5K | 0.01% | 880 |
|
2020
Q3 | $245K | Sell |
1,078
-12
| -1% | -$2.73K | 0.01% | 878 |
|
2020
Q2 | $206K | Buy |
1,090
+512
| +89% | +$96.8K | 0.01% | 874 |
|
2020
Q1 | $82K | Hold |
578
| – | – | ﹤0.01% | 1069 |
|
2019
Q4 | $89K | Hold |
578
| – | – | ﹤0.01% | 1171 |
|
2019
Q3 | $83K | Hold |
578
| – | – | ﹤0.01% | 1163 |
|
2019
Q2 | $79K | Buy |
+578
| New | +$79K | ﹤0.01% | 1151 |
|
2018
Q4 | – | Sell |
-578
| Closed | -$66K | – | 1656 |
|
2018
Q3 | $66K | Buy |
+578
| New | +$66K | ﹤0.01% | 1087 |
|
2018
Q2 | – | Sell |
-28
| Closed | -$2K | – | 2512 |
|
2018
Q1 | $2K | Buy |
28
+15
| +115% | +$1.07K | ﹤0.01% | 2019 |
|
2017
Q4 | $1K | Sell |
13
-10
| -43% | -$769 | ﹤0.01% | 1797 |
|
2017
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1604 |
|