Steward Partners Investment Advisory’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Sell |
4,757
-37
| -0.8% | -$1.04K | ﹤0.01% | 1952 |
|
|
2025
Q1 | $132K | Buy |
4,794
+17
| +0.4% | +$467 | ﹤0.01% | 1856 |
|
|
2024
Q4 | $160K | Buy |
4,777
+77
| +2% | +$2.59K | ﹤0.01% | 1738 |
|
|
2024
Q3 | $148K | Hold |
4,700
| – | – | ﹤0.01% | 1671 |
|
|
2024
Q2 | $148K | Hold |
4,700
| – | – | ﹤0.01% | 1590 |
|
|
2024
Q1 | $176K | Hold |
4,700
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q4 | $158K | Hold |
4,700
| – | – | ﹤0.01% | 1470 |
|
|
2023
Q3 | $149K | Sell |
4,700
-150
| -3% | -$4.77K | ﹤0.01% | 1407 |
|
|
2023
Q2 | $146K | Sell |
4,850
-1,200
| -20% | -$36.1K | ﹤0.01% | 1403 |
|
|
2023
Q1 | $150K | Buy |
6,050
+1,200
| +25% | +$29.7K | ﹤0.01% | 1410 |
|
|
2022
Q4 | $128K | Hold |
4,850
| – | – | ﹤0.01% | 1445 |
|
|
2022
Q3 | $165K | Hold |
4,850
| – | – | ﹤0.01% | 1281 |
|
|
2022
Q2 | $150K | Buy |
4,850
+1,342
| +38% | +$41.5K | ﹤0.01% | 1325 |
|
|
2022
Q1 | $144K | Buy |
3,508
+858
| +32% | +$35.2K | ﹤0.01% | 1440 |
|
|
2021
Q4 | $145K | Buy |
2,650
+1,300
| +96% | +$71.1K | ﹤0.01% | 1442 |
|
|
2021
Q3 | $96K | Hold |
1,350
| – | – | ﹤0.01% | 1570 |
|
|
2021
Q2 | $81K | Sell |
1,350
-239
| -15% | -$14.3K | ﹤0.01% | 2536 |
|
|
2021
Q1 | $106K | Sell |
1,589
-61
| -4% | -$4.07K | ﹤0.01% | 1596 |
|
|
2020
Q4 | $119K | Hold |
1,650
| – | – | ﹤0.01% | 1299 |
|
|
2020
Q3 | $131K | Buy |
+1,650
| New | +$131K | ﹤0.01% | 1112 |
|