LPL Financial’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
44,042
+595
| +1% | +$16.6K | ﹤0.01% | 3533 |
|
|
2025
Q1 | $1.19M | Sell |
43,447
-1,298
| -3% | -$35.7K | ﹤0.01% | 3377 |
|
|
2024
Q4 | $1.5M | Sell |
44,745
-1,282
| -3% | -$43.1K | ﹤0.01% | 3126 |
|
|
2024
Q3 | $1.45M | Buy |
46,027
+7,367
| +19% | +$233K | ﹤0.01% | 2995 |
|
|
2024
Q2 | $1.22M | Buy |
38,660
+4,437
| +13% | +$140K | ﹤0.01% | 3039 |
|
|
2024
Q1 | $1.28M | Buy |
34,223
+10,304
| +43% | +$385K | ﹤0.01% | 2933 |
|
|
2023
Q4 | $804K | Buy |
23,919
+234
| +1% | +$7.87K | ﹤0.01% | 3222 |
|
|
2023
Q3 | $753K | Buy |
23,685
+6,200
| +35% | +$197K | ﹤0.01% | 3123 |
|
|
2023
Q2 | $527K | Buy |
+17,485
| New | +$527K | ﹤0.01% | 3371 |
|
|
2022
Q1 | – | Sell |
-4,350
| Closed | -$239K | – | 4311 |
|
|
2021
Q4 | $239K | Sell |
4,350
-1,126
| -21% | -$61.9K | ﹤0.01% | 3851 |
|
|
2021
Q3 | $389K | Buy |
+5,476
| New | +$389K | ﹤0.01% | 3420 |
|