Steward Partners Investment Advisory’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Sell |
|
|||||
|
2025
Q1 | $132K | Buy |
|
|||||
|
2024
Q4 | $160K | Buy |
|
|||||
|
2024
Q3 | $148K | Hold |
|
|||||
|
2024
Q2 | $148K | Hold |
|
|||||
|
2024
Q1 | $176K | Hold |
|
|||||
|
2023
Q4 | $158K | Hold |
|
|||||
|
2023
Q3 | $149K | Sell |
|
|||||
|
2023
Q2 | $146K | Sell |
|
|||||
|
2023
Q1 | $150K | Buy |
|
|||||
|
2022
Q4 | $128K | Hold |
|
|||||
|
2022
Q3 | $165K | Hold |
|
|||||
|
2022
Q2 | $150K | Buy |
|
|||||
|
2022
Q1 | $144K | Buy |
|
|||||
|
2021
Q4 | $145K | Buy |
|
|||||
|
2021
Q3 | $96K | Hold |
|
|||||
|
2021
Q2 | $81K | Sell |
|
|||||
|
2021
Q1 | $106K | Sell |
|
|||||
|
2020
Q4 | $119K | Hold |
|
|||||
|
2020
Q3 | $131K | Buy |
|