Allworth Financial’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.35K | Buy |
+825
| New | +$7.35K | ﹤0.01% | 3039 |
|
|
2024
Q4 | – | Sell |
-57
| Closed | -$362 | – | 4006 |
|
|
2024
Q3 | $362 | Hold |
57
| – | – | ﹤0.01% | 3493 |
|
|
2024
Q2 | $366 | Sell |
57
-12
| -17% | -$77 | ﹤0.01% | 3449 |
|
|
2024
Q1 | $921 | Sell |
69
-18
| -21% | -$240 | ﹤0.01% | 3105 |
|
|
2023
Q4 | $984 | Buy |
87
+75
| +625% | +$848 | ﹤0.01% | 2951 |
|
|
2023
Q3 | $132 | Buy |
+12
| New | +$132 | ﹤0.01% | 3292 |
|