CAPTRUST Financial Advisors’s nCino NCNO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.73M Buy
2025
Q1
$1.54M Sell
2024
Q4
$2.16M Sell
2024
Q3
$3.28M Buy
2024
Q2
$3.05M Buy
2024
Q1
$3.62M Sell
2023
Q4
$3.75M Sell
2023
Q3
$3.67M Buy
2023
Q2
$3.46M Sell
2023
Q1
$3.73M Buy
2022
Q4
$3.91M Buy
2022
Q3
$1.08M Sell
2022
Q2
$1.12M Buy
2022
Q1
$1.47M Buy
2021
Q4
$1.4M Buy
2021
Q3
$1.25M Buy
2021
Q2
$290K Buy
2021
Q1
$33K Buy
2020
Q4
$14K Buy
2020
Q3
$8K Buy