Summit Trail Advisors’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
75,180
+32,067
| +74% | +$897K | 0.04% | 253 |
|
|
2025
Q1 | $1.18M | Hold |
43,113
| – | – | 0.04% | 139 |
|
|
2024
Q4 | $1.45M | Sell |
43,113
-8,636
| -17% | -$290K | 0.05% | 105 |
|
|
2024
Q3 | $1.63M | Sell |
51,749
-5,096
| -9% | -$161K | 0.04% | 189 |
|
|
2024
Q2 | $1.79M | Buy |
56,845
+46,890
| +471% | +$1.47M | 0.05% | 152 |
|
|
2024
Q1 | $372K | Buy |
+9,955
| New | +$372K | 0.01% | 411 |
|
|
2022
Q1 | – | Sell |
-11,475
| Closed | -$630K | – | 361 |
|
|
2021
Q4 | $630K | Buy |
11,475
+21
| +0.2% | +$1.15K | 0.04% | 158 |
|
|
2021
Q3 | $814K | Hold |
11,454
| – | – | 0.06% | 128 |
|
|
2021
Q2 | $686K | Hold |
11,454
| – | – | 0.06% | 119 |
|
|
2021
Q1 | $764K | Buy |
+11,454
| New | +$764K | 0.08% | 99 |
|