Stifel Financial’s nCino NCNO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
69,552
+2,779
+4% +$77.7K ﹤0.01% 1863
2025
Q1
$1.83M Sell
66,773
-20,125
-23% -$553K ﹤0.01% 1821
2024
Q4
$2.92M Sell
86,898
-1,942
-2% -$65.2K ﹤0.01% 1538
2024
Q3
$2.81M Sell
88,840
-5,821
-6% -$184K ﹤0.01% 1562
2024
Q2
$2.98M Buy
94,661
+13,965
+17% +$439K ﹤0.01% 1460
2024
Q1
$3.02M Buy
80,696
+775
+1% +$29K ﹤0.01% 1442
2023
Q4
$2.69M Sell
79,921
-5,339
-6% -$180K ﹤0.01% 1474
2023
Q3
$2.71M Sell
85,260
-586
-0.7% -$18.6K ﹤0.01% 1397
2023
Q2
$2.59M Buy
85,846
+2,406
+3% +$72.5K ﹤0.01% 1435
2023
Q1
$2.07M Buy
83,440
+36,268
+77% +$899K ﹤0.01% 1545
2022
Q4
$1.25M Sell
47,172
-9,410
-17% -$249K ﹤0.01% 1836
2022
Q3
$1.93M Buy
56,582
+23,733
+72% +$810K ﹤0.01% 1502
2022
Q2
$1.02M Sell
32,849
-336
-1% -$10.4K ﹤0.01% 1986
2022
Q1
$1.36M Sell
33,185
-1,243
-4% -$50.9K ﹤0.01% 1900
2021
Q4
$1.89M Sell
34,428
-3,520
-9% -$193K ﹤0.01% 1660
2021
Q3
$2.7M Sell
37,948
-1,226
-3% -$87.1K ﹤0.01% 1379
2021
Q2
$2.35M Buy
39,174
+1,200
+3% +$71.9K ﹤0.01% 1497
2021
Q1
$2.53M Buy
37,974
+5,080
+15% +$339K ﹤0.01% 1368
2020
Q4
$2.38M Buy
32,894
+17,188
+109% +$1.24M ﹤0.01% 1281
2020
Q3
$1.25M Buy
+15,706
New +$1.25M ﹤0.01% 1484