Larson Financial Group’s nCino NCNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-63	Closed	-$1.73K	–	3399
2025 Q1	$1.73K	Buy	63 +48	+320%	+$1.32K	﹤0.01%	2195
2024 Q4	$504	Buy	15 +13	+650%	+$437	﹤0.01%	2183
2024 Q3	$63	Buy	+2	New	+$63	﹤0.01%	2597