Orion Portfolio Solutions’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.16M | Sell |
42,399
-127
| -0.3% | -$3.49K | 0.01% | 1000 |
|
|
2024
Q4 | $1.43M | Sell |
42,526
-624
| -1% | -$21K | 0.01% | 861 |
|
|
2024
Q3 | $1.36M | Buy |
43,150
+4,656
| +12% | +$147K | 0.01% | 885 |
|
|
2024
Q2 | $1.21M | Sell |
38,494
-3,497
| -8% | -$110K | 0.01% | 898 |
|
|
2024
Q1 | $1.57M | Buy |
41,991
+7,576
| +22% | +$283K | 0.02% | 774 |
|
|
2023
Q4 | $1.19M | Sell |
34,415
-14,747
| -30% | -$510K | 0.01% | 874 |
|
|
2023
Q3 | $1.56M | Sell |
49,162
-2,665
| -5% | -$84.7K | 0.02% | 720 |
|
|
2023
Q2 | $1.56M | Sell |
51,827
-3,287
| -6% | -$99K | 0.02% | 764 |
|
|
2023
Q1 | $1.37M | Buy |
+55,114
| New | +$1.37M | 0.02% | 748 |
|