Sequoia Financial Advisors’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,469
| Closed | -$343K | – | 1590 |
|
|
2025
Q1 | $343K | Buy |
+12,469
| New | +$343K | ﹤0.01% | 1000 |
|
|
2024
Q4 | – | Sell |
-56,487
| Closed | -$1.78M | – | 1380 |
|
|
2024
Q3 | $1.78M | Sell |
56,487
-22
| -0% | -$695 | 0.02% | 398 |
|
|
2024
Q2 | $1.78M | Buy |
56,509
+34
| +0.1% | +$1.07K | 0.02% | 356 |
|
|
2024
Q1 | $2.11M | Hold |
56,475
| – | – | 0.03% | 314 |
|
|
2023
Q4 | $1.9M | Buy |
56,475
+6
| +0% | +$202 | 0.02% | 360 |
|
|
2023
Q3 | $1.8M | Hold |
56,469
| – | – | 0.03% | 239 |
|
|
2023
Q2 | $1.7M | Hold |
56,469
| – | – | 0.03% | 263 |
|
|
2023
Q1 | $1.4M | Buy |
+56,469
| New | +$1.4M | 0.03% | 264 |
|