Summit Securities Group’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 |
-243
| Closed | -$6.68K | – | 1153 |
|
|
2025
Q1 | $6.68K | Sell |
243
-90
| -27% | -$2.47K | ﹤0.01% | 454 |
|
|
2024
Q4 | $11.2K | Buy |
+333
| New | +$11.2K | ﹤0.01% | 321 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 704 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 863 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 917 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1046 |
|