Edgestream Partners’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
103,384
-188,642
| -65% | -$5.28M | 0.08% | 447 |
|
|
2025
Q1 | $8.02M | Buy |
292,026
+175,092
| +150% | +$4.81M | 0.27% | 90 |
|
|
2024
Q4 | $3.93M | Buy |
116,934
+38,616
| +49% | +$1.3M | 0.17% | 227 |
|
|
2024
Q3 | $2.47M | Buy |
78,318
+46,375
| +145% | +$1.46M | 0.11% | 339 |
|
|
2024
Q2 | $1M | Buy |
+31,943
| New | +$1M | 0.05% | 521 |
|
|
2024
Q1 | – | Sell |
-8,396
| Closed | -$282K | – | 954 |
|
|
2023
Q4 | $282K | Buy |
+8,396
| New | +$282K | 0.02% | 732 |
|