Alliance Wealth Advisors (Utah)’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Buy |
17,246
+2,727
| +19% | +$76.3K | 0.12% | 169 |
|
|
2025
Q1 | $399K | Sell |
14,519
-406
| -3% | -$11.2K | 0.1% | 181 |
|
|
2024
Q4 | $501K | Sell |
14,925
-176
| -1% | -$5.91K | 0.13% | 160 |
|
|
2024
Q3 | $477K | Sell |
15,101
-381
| -2% | -$12K | 0.13% | 157 |
|
|
2024
Q2 | $487K | Buy |
15,482
+2,176
| +16% | +$68.4K | 0.14% | 141 |
|
|
2024
Q1 | $497K | Sell |
13,306
-135
| -1% | -$5.05K | 0.15% | 139 |
|
|
2023
Q4 | $452K | Buy |
13,441
+196
| +1% | +$6.59K | 0.15% | 142 |
|
|
2023
Q3 | $421K | Buy |
13,245
+239
| +2% | +$7.6K | 0.16% | 139 |
|
|
2023
Q2 | $392K | Buy |
13,006
+14
| +0.1% | +$422 | 0.15% | 146 |
|
|
2023
Q1 | $322K | Buy |
12,992
+5,350
| +70% | +$133K | 0.13% | 166 |
|
|
2022
Q4 | $202K | Buy |
+7,642
| New | +$202K | 0.09% | 212 |
|