Atria Investments’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
25,909
+5,642
| +28% | +$158K | 0.01% | 1218 |
|
|
2025
Q1 | $557K | Sell |
20,267
-4,446
| -18% | -$122K | 0.01% | 1294 |
|
|
2024
Q4 | $830K | Sell |
24,713
-4,781
| -16% | -$161K | 0.01% | 1079 |
|
|
2024
Q3 | $932K | Sell |
29,494
-11,998
| -29% | -$379K | 0.01% | 1003 |
|
|
2024
Q2 | $1.3M | Sell |
41,492
-6,093
| -13% | -$192K | 0.02% | 810 |
|
|
2024
Q1 | $1.78M | Sell |
47,585
-1,089
| -2% | -$40.7K | 0.02% | 705 |
|
|
2023
Q4 | $1.64M | Buy |
48,674
+824
| +2% | +$27.7K | 0.03% | 675 |
|
|
2023
Q3 | $1.52M | Buy |
47,850
+1,900
| +4% | +$60.4K | 0.03% | 672 |
|
|
2023
Q2 | $1.38M | Buy |
45,950
+3,873
| +9% | +$117K | 0.03% | 697 |
|
|
2023
Q1 | $1.04M | Buy |
+42,077
| New | +$1.04M | 0.02% | 791 |
|
|
2022
Q4 | – | Sell |
-31,132
| Closed | -$1.06M | – | 795 |
|
|
2022
Q3 | $1.06M | Buy |
+31,132
| New | +$1.06M | 0.02% | 703 |
|
|
2022
Q2 | – | Sell |
-34,683
| Closed | -$1.42M | – | 836 |
|
|
2022
Q1 | $1.42M | Buy |
34,683
+7,852
| +29% | +$322K | 0.02% | 700 |
|
|
2021
Q4 | $1.47M | Sell |
26,831
-4,295
| -14% | -$236K | 0.03% | 677 |
|
|
2021
Q3 | $2.21M | Buy |
31,126
+1,983
| +7% | +$141K | 0.04% | 486 |
|
|
2021
Q2 | $1.75M | Buy |
29,143
+204
| +0.7% | +$12.2K | 0.03% | 559 |
|
|
2021
Q1 | $1.93M | Buy |
28,939
+4,358
| +18% | +$291K | 0.04% | 462 |
|
|
2020
Q4 | $1.78M | Buy |
+24,581
| New | +$1.78M | 0.04% | 455 |
|