Advisornet Financial’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-800
| Closed | -$7.94K | – | 2235 |
|
|
2024
Q4 | $7.94K | Hold |
800
| – | – | ﹤0.01% | 1357 |
|
|
2024
Q3 | $6.9K | Hold |
800
| – | – | ﹤0.01% | 1499 |
|
|
2024
Q2 | $7.94K | Hold |
800
| – | – | ﹤0.01% | 1359 |
|
|
2024
Q1 | $7.3K | Hold |
800
| – | – | ﹤0.01% | 1369 |
|
|
2023
Q4 | $7.52K | Sell |
800
-1,000
| -56% | -$9.4K | ﹤0.01% | 1387 |
|
|
2023
Q3 | $14.8K | Hold |
1,800
| – | – | ﹤0.01% | 1132 |
|
|
2023
Q2 | $19.7K | Buy |
1,800
+1,000
| +125% | +$11K | ﹤0.01% | 1099 |
|
|
2023
Q1 | $7.9K | Hold |
800
| – | – | ﹤0.01% | 1371 |
|
|
2022
Q4 | $5.09K | Hold |
800
| – | – | ﹤0.01% | 1465 |
|
|
2022
Q3 | $6K | Sell |
800
-470
| -37% | -$3.53K | ﹤0.01% | 1475 |
|
|
2022
Q2 | $11K | Sell |
1,270
-2,030
| -62% | -$17.6K | ﹤0.01% | 1315 |
|
|
2022
Q1 | $49K | Hold |
3,300
| – | – | ﹤0.01% | 970 |
|
|
2021
Q4 | $62K | Hold |
3,300
| – | – | ﹤0.01% | 937 |
|
|
2021
Q3 | $55K | Hold |
3,300
| – | – | ﹤0.01% | 973 |
|
|
2021
Q2 | $57K | Buy |
3,300
+2,500
| +313% | +$43.2K | ﹤0.01% | 943 |
|
|
2021
Q1 | $12K | Sell |
800
-26,250
| -97% | -$394K | ﹤0.01% | 1317 |
|
|
2020
Q4 | $377K | Sell |
27,050
-6,235
| -19% | -$86.9K | 0.03% | 379 |
|
|
2020
Q3 | $344K | Buy |
33,285
+3,300
| +11% | +$34.1K | 0.03% | 397 |
|
|
2020
Q2 | $382K | Buy |
29,985
+1,657
| +6% | +$21.1K | 0.03% | 383 |
|
|
2020
Q1 | $228K | Buy |
28,328
+10,143
| +56% | +$81.6K | 0.02% | 435 |
|
|
2019
Q4 | $261K | Buy |
18,185
+12,125
| +200% | +$174K | 0.02% | 450 |
|
|
2019
Q3 | $91K | Buy |
+6,060
| New | +$91K | 0.01% | 703 |
|