Sequoia Financial Advisors’s nCino NCNO Stock Holding History

Sequoia Financial Advisors’s Portfolio NCNO Stock Details NCNO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$343K	Buy
2024 Q4	–	Sell
2024 Q3	$1.78M	Sell
2024 Q2	$1.78M	Buy
2024 Q1	$2.11M	Hold
2023 Q4	$1.9M	Buy
2023 Q3	$1.8M	Hold
2023 Q2	$1.7M	Hold
2023 Q1	$1.4M	Buy