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Legacy Advisors’s nCino NCNO Stock Holding History

Legacy Advisors’s Portfolio NCNO Stock Details NCNO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,819
Closed -$12.6K – 269
2025
Q1 		$12.6K Buy
21,819
+8,535
+64% +$4.93K ﹤0.01% 423
2024
Q4 		$446K Buy
13,284
+4,860
+58% +$163K 0.04% 265
2024
Q3 		$266K Buy
+8,424
New +$266K 0.03% 310