Raymond James Financial Services Advisors’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $425K | Sell |
13,453
-997
| -7% | -$31.5K | ﹤0.01% | 2725 |
|
|
2024
Q2 | $454K | Buy |
14,450
+1,126
| +8% | +$35.4K | ﹤0.01% | 2607 |
|
|
2024
Q1 | $498K | Buy |
13,324
+6,534
| +96% | +$244K | ﹤0.01% | 2510 |
|
|
2023
Q4 | $228K | Buy |
+6,790
| New | +$228K | ﹤0.01% | 2912 |
|
|
2022
Q4 | – | Sell |
-10,038
| Closed | -$342K | – | 3278 |
|
|
2022
Q3 | $342K | Buy |
10,038
+585
| +6% | +$19.9K | ﹤0.01% | 2493 |
|
|
2022
Q2 | $292K | Buy |
9,453
+3,176
| +51% | +$98.1K | ﹤0.01% | 2607 |
|
|
2022
Q1 | $257K | Buy |
6,277
+1,672
| +36% | +$68.5K | ﹤0.01% | 2823 |
|
|
2021
Q4 | $253K | Sell |
4,605
-1,348
| -23% | -$74.1K | ﹤0.01% | 2814 |
|
|
2021
Q3 | $423K | Buy |
5,953
+331
| +6% | +$23.5K | ﹤0.01% | 2472 |
|
|
2021
Q2 | $337K | Sell |
5,622
-15,090
| -73% | -$905K | ﹤0.01% | 2638 |
|
|
2021
Q1 | $1.38M | Buy |
20,712
+5,383
| +35% | +$359K | ﹤0.01% | 1625 |
|
|
2020
Q4 | $1.11M | Buy |
15,329
+320
| +2% | +$23.2K | ﹤0.01% | 1637 |
|
|
2020
Q3 | $1.2M | Buy |
+15,009
| New | +$1.2M | ﹤0.01% | 1443 |
|