IFP 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 | – | Hold |
0
| – | -$467 | – | 2306 |
|
|
2025
Q1 | – | Hold |
0
| – | -$571 | – | 3475 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3385 |
|
|
2023
Q2 | – | Sell |
-21
| Closed | -$1.07K | – | 3530 |
|
|
2023
Q1 | $1.07K | Hold |
21
| – | – | ﹤0.01% | 3072 |
|
|
2022
Q4 | $1K | Buy |
21
+5
| +31% | +$238 | ﹤0.01% | 4411 |
|
|
2022
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 4617 |
|
|
2021
Q4 | – | Sell |
-1,222
| Closed | -$88K | – | 3392 |
|
|
2021
Q3 | $88K | Buy |
1,222
+132
| +12% | +$9.51K | ﹤0.01% | 1304 |
|
|
2021
Q2 | $65K | Buy |
1,090
+100
| +10% | +$5.96K | ﹤0.01% | 1405 |
|
|
2021
Q1 | $66K | Buy |
+990
| New | +$66K | ﹤0.01% | 1340 |
|