Bragg Financial 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 |
-17,769
| Closed | -$488K | – | 343 |
|
|
2025
Q1 | $488K | Hold |
17,769
| – | – | 0.02% | 259 |
|
|
2024
Q4 | $597K | Sell |
17,769
-6,135
| -26% | -$206K | 0.02% | 243 |
|
|
2024
Q3 | $755K | Hold |
23,904
| – | – | 0.03% | 225 |
|
|
2024
Q2 | $752K | Hold |
23,904
| – | – | 0.03% | 223 |
|
|
2024
Q1 | $894K | Sell |
23,904
-3,000
| -11% | -$112K | 0.04% | 207 |
|
|
2023
Q4 | $905K | Hold |
26,904
| – | – | 0.04% | 205 |
|
|
2023
Q3 | $856K | Buy |
26,904
+933
| +4% | +$29.7K | 0.05% | 205 |
|
|
2023
Q2 | $782K | Sell |
25,971
-14,543
| -36% | -$438K | 0.04% | 214 |
|
|
2023
Q1 | $1M | Sell |
40,514
-8,360
| -17% | -$207K | 0.06% | 196 |
|
|
2022
Q4 | $1.29M | Buy |
48,874
+30,470
| +166% | +$806K | 0.08% | 181 |
|
|
2022
Q3 | $628K | Hold |
18,404
| – | – | 0.04% | 206 |
|
|
2022
Q2 | $569K | Hold |
18,404
| – | – | 0.04% | 215 |
|
|
2022
Q1 | $754K | Buy |
+18,404
| New | +$754K | 0.04% | 200 |
|