Allegiance Financial Group Advisory Services’s ZoomInfo Technologies GTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$175K Buy
17,282
+6,966
+68% +$70.5K 0.05% 148
2025
Q1
$103K Buy
+10,316
New +$103K 0.03% 137