CAPTRUST 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 | $1.73M | Buy |
62,004
+5,906
| +11% | +$165K | ﹤0.01% | 1045 |
|
|
2025
Q1 | $1.54M | Sell |
56,098
-8,086
| -13% | -$222K | ﹤0.01% | 1042 |
|
|
2024
Q4 | $2.16M | Sell |
64,184
-39,605
| -38% | -$1.33M | 0.01% | 856 |
|
|
2024
Q3 | $3.28M | Buy |
103,789
+6,751
| +7% | +$213K | 0.01% | 662 |
|
|
2024
Q2 | $3.05M | Buy |
97,038
+135
| +0.1% | +$4.25K | 0.01% | 660 |
|
|
2024
Q1 | $3.62M | Sell |
96,903
-14,625
| -13% | -$547K | 0.01% | 584 |
|
|
2023
Q4 | $3.75M | Sell |
111,528
-3,840
| -3% | -$129K | 0.01% | 659 |
|
|
2023
Q3 | $3.67M | Buy |
115,368
+354
| +0.3% | +$11.3K | 0.01% | 626 |
|
|
2023
Q2 | $3.46M | Sell |
115,014
-35,462
| -24% | -$1.07M | 0.01% | 625 |
|
|
2023
Q1 | $3.73M | Buy |
150,476
+2,534
| +2% | +$62.8K | 0.02% | 541 |
|
|
2022
Q4 | $3.91M | Buy |
147,942
+116,239
| +367% | +$3.07M | 0.02% | 502 |
|
|
2022
Q3 | $1.08M | Sell |
31,703
-4,400
| -12% | -$150K | 0.01% | 882 |
|
|
2022
Q2 | $1.12M | Buy |
36,103
+278
| +0.8% | +$8.59K | 0.01% | 784 |
|
|
2022
Q1 | $1.47M | Buy |
35,825
+10,335
| +41% | +$423K | 0.01% | 691 |
|
|
2021
Q4 | $1.4M | Buy |
25,490
+7,848
| +44% | +$430K | 0.01% | 679 |
|
|
2021
Q3 | $1.25M | Buy |
17,642
+12,808
| +265% | +$910K | 0.01% | 661 |
|
|
2021
Q2 | $290K | Buy |
4,834
+4,341
| +881% | +$260K | ﹤0.01% | 1299 |
|
|
2021
Q1 | $33K | Buy |
493
+293
| +147% | +$19.6K | ﹤0.01% | 2686 |
|
|
2020
Q4 | $14K | Buy |
200
+100
| +100% | +$7K | ﹤0.01% | 2432 |
|
|
2020
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 2373 |
|