Allworth Financial’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 | $33.7K | Buy |
3,327
+3,019
| +980% | +$30.6K | ﹤0.01% | 2183 |
|
|
2025
Q1 | $2.69K | Sell |
308
-1,817
| -86% | -$15.9K | ﹤0.01% | 3073 |
|
|
2024
Q4 | $21K | Buy |
2,125
+137
| +7% | +$1.36K | ﹤0.01% | 2055 |
|
|
2024
Q3 | $20.5K | Buy |
1,988
+1,580
| +387% | +$16.3K | ﹤0.01% | 1897 |
|
|
2024
Q2 | $4.67K | Sell |
408
-122
| -23% | -$1.4K | ﹤0.01% | 2556 |
|
|
2024
Q1 | $8.5K | Sell |
530
-1,442
| -73% | -$23.1K | ﹤0.01% | 2172 |
|
|
2023
Q4 | $36.5K | Buy |
1,972
+481
| +32% | +$8.89K | ﹤0.01% | 1319 |
|
|
2023
Q3 | $24.5K | Buy |
1,491
+730
| +96% | +$12K | ﹤0.01% | 1403 |
|
|
2023
Q2 | $19.3K | Buy |
761
+47
| +7% | +$1.19K | ﹤0.01% | 1561 |
|
|
2023
Q1 | $17.6K | Sell |
714
-31
| -4% | -$766 | ﹤0.01% | 1533 |
|
|
2022
Q4 | $22.4K | Buy |
745
+473
| +174% | +$14.2K | ﹤0.01% | 1309 |
|
|
2022
Q3 | $11K | Buy |
272
+158
| +139% | +$6.39K | ﹤0.01% | 1642 |
|
|
2022
Q2 | $4K | Hold |
114
| – | – | ﹤0.01% | 1853 |
|
|
2022
Q1 | $7K | Buy |
+114
| New | +$7K | ﹤0.01% | 1574 |
|