United Capital 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 | $348K | Buy |
2,059
+637
| +45% | +$108K | ﹤0.01% | 874 |
|
2025
Q1 | $219K | Sell |
1,422
-311
| -18% | -$47.9K | ﹤0.01% | 976 |
|
2024
Q4 | $294K | Sell |
1,733
-153
| -8% | -$26K | ﹤0.01% | 879 |
|
2024
Q3 | $328K | Sell |
1,886
-237
| -11% | -$41.2K | ﹤0.01% | 847 |
|
2024
Q2 | $365K | Sell |
2,123
-177
| -8% | -$30.4K | ﹤0.01% | 784 |
|
2024
Q1 | $599K | Sell |
2,300
-417
| -15% | -$109K | ﹤0.01% | 685 |
|
2023
Q4 | $542K | Sell |
2,717
-2,706
| -50% | -$540K | ﹤0.01% | 704 |
|
2023
Q3 | $922K | Sell |
5,423
-2,636
| -33% | -$448K | 0.01% | 532 |
|
2023
Q2 | $1.66M | Sell |
8,059
-410
| -5% | -$84.7K | 0.01% | 468 |
|
2023
Q1 | $1.94M | Sell |
8,469
-225
| -3% | -$51.5K | 0.01% | 453 |
|
2022
Q4 | $1.67M | Sell |
8,694
-1,234
| -12% | -$237K | 0.01% | 516 |
|
2022
Q3 | $1.87M | Sell |
9,928
-325
| -3% | -$61.2K | 0.01% | 486 |
|
2022
Q2 | $1.97M | Sell |
10,253
-734
| -7% | -$141K | 0.01% | 494 |
|
2022
Q1 | $2.41M | Buy |
10,987
+342
| +3% | +$74.9K | 0.01% | 482 |
|
2021
Q4 | $3.23M | Buy |
10,645
+1,193
| +13% | +$362K | 0.01% | 449 |
|
2021
Q3 | $2.69M | Sell |
9,452
-1,036
| -10% | -$294K | 0.01% | 472 |
|
2021
Q2 | $2.6M | Sell |
10,488
-1,384
| -12% | -$342K | 0.01% | 488 |
|
2021
Q1 | $2.59M | Sell |
11,872
-852
| -7% | -$186K | 0.01% | 461 |
|
2020
Q4 | $3.61M | Sell |
12,724
-1,223
| -9% | -$347K | 0.02% | 404 |
|
2020
Q3 | $3.17M | Sell |
13,947
-134
| -1% | -$30.4K | 0.02% | 415 |
|
2020
Q2 | $2.67M | Sell |
14,081
-718
| -5% | -$136K | 0.02% | 457 |
|
2020
Q1 | $2.13M | Sell |
14,799
-1,604
| -10% | -$230K | 0.02% | 479 |
|
2019
Q4 | $2.55M | Sell |
16,403
-519
| -3% | -$80.5K | 0.02% | 553 |
|
2019
Q3 | $2.43M | Sell |
16,922
-566
| -3% | -$81.4K | 0.02% | 549 |
|
2019
Q2 | $2.4M | Sell |
17,488
-275
| -2% | -$37.7K | 0.02% | 564 |
|
2019
Q1 | $2.18M | Sell |
17,763
-240
| -1% | -$29.4K | 0.02% | 568 |
|
2018
Q4 | $1.95M | Sell |
18,003
-454
| -2% | -$49.1K | 0.02% | 568 |
|
2018
Q3 | $2.11M | Sell |
18,457
-492
| -3% | -$56.3K | 0.01% | 600 |
|
2018
Q2 | $1.97M | Sell |
18,949
-377
| -2% | -$39.1K | 0.01% | 595 |
|
2018
Q1 | $1.82M | Sell |
19,326
-167
| -0.9% | -$15.7K | 0.01% | 616 |
|
2017
Q4 | $1.79M | Sell |
19,493
-672
| -3% | -$61.8K | 0.01% | 622 |
|
2017
Q3 | $1.64M | Sell |
20,165
-267
| -1% | -$21.7K | 0.01% | 631 |
|
2017
Q2 | $1.61M | Sell |
20,432
-201
| -1% | -$15.8K | 0.01% | 633 |
|
2017
Q1 | $1.4M | Buy |
20,633
+98
| +0.5% | +$6.66K | 0.01% | 653 |
|
2016
Q4 | $1.41M | Buy |
20,535
+181
| +0.9% | +$12.4K | 0.01% | 645 |
|
2016
Q3 | $1.36M | Sell |
20,354
-337
| -2% | -$22.6K | 0.01% | 693 |
|
2016
Q2 | $1.32M | Sell |
20,691
-22
| -0.1% | -$1.41K | 0.01% | 653 |
|
2016
Q1 | $1.34M | Sell |
20,713
-12,180
| -37% | -$789K | 0.01% | 628 |
|
2015
Q4 | $1.89M | Buy |
32,893
+9,126
| +38% | +$523K | 0.02% | 559 |
|
2015
Q3 | $1.34M | Sell |
23,767
-1,914
| -7% | -$108K | 0.02% | 617 |
|
2015
Q2 | $1.63M | Sell |
25,681
-2,007
| -7% | -$128K | 0.02% | 618 |
|
2015
Q1 | $1.66M | Sell |
27,688
-842
| -3% | -$50.4K | 0.02% | 609 |
|
2014
Q4 | $1.45M | Buy |
28,530
+419
| +1% | +$21.2K | 0.02% | 551 |
|
2014
Q3 | $1.15M | Buy |
28,111
+344
| +1% | +$14K | 0.02% | 572 |
|
2014
Q2 | $1.13M | Buy |
27,767
+45
| +0.2% | +$1.84K | 0.02% | 537 |
|
2014
Q1 | $1.24M | Buy |
27,722
+1,824
| +7% | +$81.5K | 0.03% | 435 |
|
2013
Q4 | $1.06M | Buy |
25,898
+470
| +2% | +$19.3K | 0.04% | 322 |
|
2013
Q3 | $1.05M | Sell |
25,428
-161
| -0.6% | -$6.66K | 0.03% | 338 |
|
2013
Q2 | $944K | Buy |
+25,589
| New | +$944K | 0.03% | 415 |
|