United Capital Financial Advisors’s Nice NICE Stock Holding History

United Capital Financial Advisors’s Portfolio NICE Stock Details NICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$323K	Buy	2,928 +638	+28%	+$72.8K	﹤0.01%	1314
2025 Q4	$259K	Buy	2,290 +312	+16%	+$37.7K	﹤0.01%	1226
2025 Q3	$286K	Sell	1,978 -81	-4%	-$12.2K	﹤0.01%	1034
2025 Q2	$348K	Buy	2,059 +637	+45%	+$103K	﹤0.01%	883
2025 Q1	$219K	Sell	1,422 -311	-18%	-$49.8K	﹤0.01%	985
2024 Q4	$294K	Sell	1,733 -153	-8%	-$27.3K	﹤0.01%	887
2024 Q3	$328K	Sell	1,886 -237	-11%	-$40.7K	﹤0.01%	847
2024 Q2	$365K	Sell	2,123 -177	-8%	-$36.4K	﹤0.01%	790
2024 Q1	$599K	Sell	2,300 -417	-15%	-$94.6K	﹤0.01%	691
2023 Q4	$542K	Sell	2,717 -2,706	-50%	-$487K	﹤0.01%	705
2023 Q3	$922K	Sell	5,423 -2,636	-33%	-$525K	0.01%	532
2023 Q2	$1.66M	Sell	8,059 -410	-5%	-$84.6K	0.01%	468
2023 Q1	$1.94M	Sell	8,469 -225	-3%	-$47.3K	0.01%	454
2022 Q4	$1.67M	Sell	8,694 -1,234	-12%	-$238K	0.01%	516
2022 Q3	$1.87M	Sell	9,928 -325	-3%	-$67.9K	0.01%	486
2022 Q2	$1.97M	Sell	10,253 -734	-7%	-$149K	0.01%	494
2022 Q1	$2.41M	Buy	10,987 +342	+3%	+$82.9K	0.01%	484
2021 Q4	$3.23M	Buy	10,645 +1,193	+13%	+$344K	0.01%	449
2021 Q3	$2.69M	Sell	9,452 -1,036	-10%	-$287K	0.01%	472
2021 Q2	$2.6M	Sell	10,488 -1,384	-12%	-$319K	0.01%	488
2021 Q1	$2.59M	Sell	11,872 -852	-7%	-$213K	0.01%	461
2020 Q4	$3.61M	Sell	12,724 -1,223	-9%	-$297K	0.02%	405
2020 Q3	$3.17M	Sell	13,947 -134	-1%	-$28.5K	0.02%	415
2020 Q2	$2.67M	Sell	14,081 -718	-5%	-$126K	0.02%	458
2020 Q1	$2.13M	Sell	14,799 -1,604	-10%	-$259K	0.02%	480
2019 Q4	$2.54M	Sell	16,403 -519	-3%	-$79.2K	0.02%	555
2019 Q3	$2.43M	Sell	16,922 -566	-3%	-$84.5K	0.02%	551
2019 Q2	$2.4M	Sell	17,488 -275	-2%	-$37.1K	0.02%	568
2019 Q1	$2.18M	Sell	17,763 -240	-1%	-$27K	0.02%	572
2018 Q4	$1.95M	Sell	18,003 -454	-2%	-$49.7K	0.02%	568
2018 Q3	$2.11M	Sell	18,457 -492	-3%	-$55K	0.01%	600
2018 Q2	$1.97M	Sell	18,949 -377	-2%	-$38.2K	0.01%	595
2018 Q1	$1.81M	Sell	19,326 -167	-0.9%	-$15.6K	0.01%	616
2017 Q4	$1.79M	Sell	19,493 -672	-3%	-$57.2K	0.01%	622
2017 Q3	$1.64M	Sell	20,165 -267	-1%	-$20.8K	0.01%	631
2017 Q2	$1.61M	Sell	20,432 -201	-1%	-$14.9K	0.01%	633
2017 Q1	$1.4M	Buy	20,633 +98	+0.5%	+$6.72K	0.01%	653
2016 Q4	$1.41M	Buy	20,535 +181	+0.9%	+$12.1K	0.01%	645
2016 Q3	$1.36M	Sell	20,354 -337	-2%	-$22.4K	0.01%	693
2016 Q2	$1.32M	Sell	20,691 -22	-0.1%	-$1.4K	0.01%	653
2016 Q1	$1.34M	Sell	20,713 -12,180	-37%	-$729K	0.01%	628
2015 Q4	$1.89M	Buy	32,893 +9,126	+38%	+$544K	0.02%	559
2015 Q3	$1.34M	Sell	23,767 -1,914	-7%	-$120K	0.02%	617
2015 Q2	$1.63M	Sell	25,681 -2,007	-7%	-$127K	0.02%	618
2015 Q1	$1.66M	Sell	27,688 -842	-3%	-$46.3K	0.02%	609
2014 Q4	$1.45M	Buy	28,530 +419	+1%	+$18.9K	0.02%	551
2014 Q3	$1.15M	Buy	28,111 +344	+1%	+$13.7K	0.02%	572
2014 Q2	$1.13M	Buy	27,767 +45	+0.2%	+$1.86K	0.02%	537
2014 Q1	$1.24M	Buy	27,722 +1,824	+7%	+$73.8K	0.03%	435
2013 Q4	$1.06M	Buy	25,898 +470	+2%	+$18.7K	0.04%	322
2013 Q3	$1.05M	Sell	25,428 -161	-0.6%	-$6.2K	0.03%	338
2013 Q2	$944K	Buy	+25,589	New	+$924K	0.03%	415