Advisory Research’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-138,628
| Closed | -$1.52M | – | 416 |
|
|
2023
Q3 | $1.52M | Sell |
138,628
-156,280
| -53% | -$1.71M | 0.21% | 139 |
|
|
2023
Q2 | $3.56M | Buy |
+294,908
| New | +$3.56M | 0.46% | 52 |
|
|
2022
Q3 | – | Sell |
-53,464
| Closed | -$587K | – | 381 |
|
|
2022
Q2 | $587K | Buy |
+53,464
| New | +$587K | 0.06% | 210 |
|