Bell Investment Advisors’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20
| Closed | -$550 | – | 1953 |
|
|
2025
Q1 | $550 | Sell |
20
-82
| -80% | -$2.26K | ﹤0.01% | 1720 |
|
|
2024
Q4 | $3.43K | Hold |
102
| – | – | ﹤0.01% | 1114 |
|
|
2024
Q3 | $3.22K | Hold |
102
| – | – | ﹤0.01% | 1148 |
|
|
2024
Q2 | $3.21K | Hold |
102
| – | – | ﹤0.01% | 1135 |
|
|
2024
Q1 | $3.81K | Sell |
102
-17
| -14% | -$636 | ﹤0.01% | 1057 |
|
|
2023
Q4 | $4K | Buy |
119
+82
| +222% | +$2.76K | ﹤0.01% | 990 |
|
|
2023
Q3 | $1.18K | Sell |
37
-5
| -12% | -$159 | ﹤0.01% | 1503 |
|
|
2023
Q2 | $1.27K | Buy |
42
+22
| +110% | +$663 | ﹤0.01% | 1514 |
|
|
2023
Q1 | $496 | Sell |
20
-40
| -67% | -$992 | ﹤0.01% | 1835 |
|
|
2022
Q4 | $1.59K | Buy |
60
+28
| +88% | +$740 | ﹤0.01% | 1408 |
|
|
2022
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1492 |
|
|
2021
Q4 | $0 | Sell |
9
-26
| -74% | – | ﹤0.01% | 1894 |
|
|
2021
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 1111 |
|