Petrus Trust Company’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
9,987
+1,431
| +17% | +$40K | 0.03% | 347 |
|
|
2025
Q1 | $235K | Sell |
8,556
-4,019
| -32% | -$110K | 0.02% | 484 |
|
|
2024
Q4 | $422K | Sell |
12,575
-1,960
| -13% | -$65.8K | 0.04% | 303 |
|
|
2024
Q3 | $459K | Sell |
14,535
-2,582
| -15% | -$81.6K | 0.04% | 262 |
|
|
2024
Q2 | $538K | Buy |
17,117
+5,239
| +44% | +$165K | 0.05% | 203 |
|
|
2024
Q1 | $444K | Buy |
11,878
+4,530
| +62% | +$169K | 0.04% | 263 |
|
|
2023
Q4 | $247K | Buy |
+7,348
| New | +$247K | 0.02% | 507 |
|