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Global Financial Private Client’s nCino NCNO Stock Holding History

Global Financial Private Client’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$110 – 1105
2025
Q1 		$110 Buy
4
+2
+100% +$55 ﹤0.01% 1594
2024
Q4 		$67 Buy
+2
New +$67 ﹤0.01% 1553