Principal Financial Group’s nCino NCNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,307
| Closed | -$212K | – | 2204 |
|
|
2024
Q4 | $212K | Sell |
6,307
-224
| -3% | -$7.52K | ﹤0.01% | 2100 |
|
|
2024
Q3 | $206K | Sell |
6,531
-261
| -4% | -$8.25K | ﹤0.01% | 2098 |
|
|
2024
Q2 | $214K | Buy |
6,792
+915
| +16% | +$28.8K | ﹤0.01% | 2131 |
|
|
2024
Q1 | $220K | Buy |
+5,877
| New | +$220K | ﹤0.01% | 2155 |
|
|
2022
Q4 | – | Sell |
-7,622
| Closed | -$260K | – | 2512 |
|
|
2022
Q3 | $260K | Buy |
+7,622
| New | +$260K | ﹤0.01% | 2125 |
|
|
2022
Q2 | – | Sell |
-5,523
| Closed | -$226K | – | 2606 |
|
|
2022
Q1 | $226K | Sell |
5,523
-552
| -9% | -$22.6K | ﹤0.01% | 2308 |
|
|
2021
Q4 | $333K | Buy |
6,075
+306
| +5% | +$16.8K | ﹤0.01% | 2222 |
|
|
2021
Q3 | $410K | Buy |
5,769
+647
| +13% | +$46K | ﹤0.01% | 2228 |
|
|
2021
Q2 | $307K | Buy |
5,122
+319
| +7% | +$19.1K | ﹤0.01% | 2348 |
|
|
2021
Q1 | $320K | Buy |
+4,803
| New | +$320K | ﹤0.01% | 2260 |
|