Charles Schwab’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
554,529
+2,944
| +0.5% | +$82.3K | ﹤0.01% | 1798 |
|
|
2025
Q1 | $15.2M | Sell |
551,585
-15,042
| -3% | -$413K | ﹤0.01% | 1765 |
|
|
2024
Q4 | $19M | Buy |
566,627
+9,870
| +2% | +$331K | ﹤0.01% | 1732 |
|
|
2024
Q3 | $17.6M | Buy |
556,757
+189,283
| +52% | +$5.98M | ﹤0.01% | 1764 |
|
|
2024
Q2 | $11.6M | Buy |
367,474
+8,072
| +2% | +$254K | ﹤0.01% | 1971 |
|
|
2024
Q1 | $13.4M | Buy |
359,402
+12,344
| +4% | +$461K | ﹤0.01% | 1832 |
|
|
2023
Q4 | $11.7M | Buy |
347,058
+8,538
| +3% | +$287K | ﹤0.01% | 1902 |
|
|
2023
Q3 | $10.8M | Sell |
338,520
-71,522
| -17% | -$2.27M | ﹤0.01% | 1875 |
|
|
2023
Q2 | $12.4M | Buy |
410,042
+4,494
| +1% | +$135K | ﹤0.01% | 1809 |
|
|
2023
Q1 | $10M | Buy |
405,548
+1,856
| +0.5% | +$46K | ﹤0.01% | 1875 |
|
|
2022
Q4 | $10.7M | Buy |
403,692
+9,388
| +2% | +$248K | ﹤0.01% | 1820 |
|
|
2022
Q3 | $13.5M | Buy |
394,304
+85,290
| +28% | +$2.91M | ﹤0.01% | 1655 |
|
|
2022
Q2 | $9.56M | Sell |
309,014
-7,744
| -2% | -$239K | ﹤0.01% | 1853 |
|
|
2022
Q1 | $13M | Buy |
316,758
+12,148
| +4% | +$498K | ﹤0.01% | 1804 |
|
|
2021
Q4 | $16.7M | Buy |
304,610
+6,813
| +2% | +$374K | ﹤0.01% | 1711 |
|
|
2021
Q3 | $21.2M | Buy |
297,797
+287,400
| +2,764% | +$20.4M | 0.01% | 1537 |
|
|
2021
Q2 | $623K | Buy |
10,397
+508
| +5% | +$30.4K | ﹤0.01% | 3095 |
|
|
2021
Q1 | $660K | Buy |
+9,889
| New | +$660K | ﹤0.01% | 2992 |
|