Global Retirement 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 | $16.1K | Buy |
+574
| New | +$16.1K | ﹤0.01% | 2390 |
|
|
2024
Q4 | $28.6K | Sell |
853
-261
| -23% | -$8.76K | ﹤0.01% | 1885 |
|
|
2024
Q3 | $35.2K | Buy |
1,114
+108
| +11% | +$3.41K | ﹤0.01% | 1729 |
|
|
2024
Q2 | $31.6K | Sell |
1,006
-116
| -10% | -$3.65K | ﹤0.01% | 1764 |
|
|
2024
Q1 | $41.9K | Sell |
1,122
-120
| -10% | -$4.49K | ﹤0.01% | 1481 |
|
|
2023
Q4 | $42.9K | Sell |
1,242
-682
| -35% | -$23.6K | ﹤0.01% | 1435 |
|
|
2023
Q3 | $57.4K | Buy |
1,924
+219
| +13% | +$6.54K | ﹤0.01% | 1207 |
|
|
2023
Q2 | $51.4K | Hold |
1,705
| – | – | ﹤0.01% | 1260 |
|
|
2023
Q1 | $38.5K | Buy |
1,705
+656
| +63% | +$14.8K | ﹤0.01% | 1349 |
|
|
2022
Q4 | $27.7K | Buy |
1,049
+275
| +36% | +$7.27K | ﹤0.01% | 1338 |
|
|
2022
Q3 | $24K | Hold |
774
| – | – | ﹤0.01% | 1318 |
|
|
2022
Q2 | $24K | Hold |
774
| – | – | ﹤0.01% | 1286 |
|
|
2022
Q1 | $23K | Buy |
+774
| New | +$23K | ﹤0.01% | 1305 |
|
|
2021
Q4 | – | Sell |
-85
| Closed | -$6K | – | 1233 |
|
|
2021
Q3 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 1565 |
|