Farther Finance 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 | $9.26K | Sell |
331
-27
| -8% | -$755 | ﹤0.01% | 3109 |
|
2025
Q1 | $10.1K | Sell |
358
-150
| -30% | -$4.22K | ﹤0.01% | 2731 |
|
2024
Q4 | $17.1K | Sell |
508
-8
| -2% | -$269 | ﹤0.01% | 2150 |
|
2024
Q3 | $16.3K | Buy |
516
+8
| +2% | +$253 | ﹤0.01% | 2171 |
|
2024
Q2 | $15.9K | Buy |
508
+468
| +1,170% | +$14.6K | ﹤0.01% | 1869 |
|
2024
Q1 | $1.41K | Sell |
40
-49
| -55% | -$1.73K | ﹤0.01% | 2643 |
|
2023
Q4 | $2.99K | Buy |
+89
| New | +$2.99K | ﹤0.01% | 2244 |
|