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