HighTower 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 | $515K | Buy |
18,406
+1,198
| +7% | +$33.5K | ﹤0.01% | 2491 |
|
|
2025
Q1 | $473K | Sell |
17,208
-412
| -2% | -$11.3K | ﹤0.01% | 2495 |
|
|
2024
Q4 | $592K | Buy |
17,620
+714
| +4% | +$24K | ﹤0.01% | 2328 |
|
|
2024
Q3 | $531K | Buy |
16,906
+1,724
| +11% | +$54.1K | ﹤0.01% | 2359 |
|
|
2024
Q2 | $475K | Buy |
15,182
+2,650
| +21% | +$82.9K | ﹤0.01% | 2357 |
|
|
2024
Q1 | $467K | Buy |
+12,532
| New | +$467K | ﹤0.01% | 2317 |
|
|
2022
Q4 | – | Sell |
-115,274
| Closed | -$3.93M | – | 3182 |
|
|
2022
Q3 | $3.93M | Buy |
115,274
+1,663
| +1% | +$56.7K | 0.01% | 897 |
|
|
2022
Q2 | $3.51M | Buy |
113,611
+31,085
| +38% | +$961K | 0.01% | 970 |
|
|
2022
Q1 | $3.38M | Buy |
+82,526
| New | +$3.38M | 0.01% | 1085 |
|
|
2021
Q4 | – | Sell |
-80,359
| Closed | -$5.71M | – | 3104 |
|
|
2021
Q3 | $5.71M | Sell |
80,359
-58,196
| -42% | -$4.13M | 0.02% | 765 |
|
|
2021
Q2 | $8.3M | Sell |
138,555
-9,712
| -7% | -$582K | 0.02% | 596 |
|
|
2021
Q1 | $9.9M | Buy |
148,267
+132,636
| +849% | +$8.85M | 0.03% | 485 |
|
|
2020
Q4 | $1.14M | Buy |
15,631
+6,312
| +68% | +$458K | ﹤0.01% | 1185 |
|
|
2020
Q3 | $740K | Buy |
+9,319
| New | +$740K | ﹤0.01% | 1366 |
|