Allworth Financial’s The Marzetti Company Common Stock MZTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.4K Sell
390
-15
-4% -$2.59K ﹤0.01% 1762
2025
Q1
$77.1K Buy
405
+2
+0.5% +$381 ﹤0.01% 1353
2024
Q4
$69.9K Sell
403
-5
-1% -$867 ﹤0.01% 1423
2024
Q3
$72K Hold
408
﹤0.01% 1223
2024
Q2
$75K Buy
408
+19
+5% +$3.5K ﹤0.01% 1192
2024
Q1
$80.8K Buy
389
+377
+3,142% +$78.3K ﹤0.01% 1094
2023
Q4
$2K Sell
12
-2
-14% -$333 ﹤0.01% 2683
2023
Q3
$2.31K Sell
14
-6
-30% -$990 ﹤0.01% 2466
2023
Q2
$4.05K Hold
20
﹤0.01% 2197
2023
Q1
$4.07K Buy
20
+17
+567% +$3.46K ﹤0.01% 2123
2022
Q4
$592 Hold
3
﹤0.01% 2592
2022
Q3
$0 Buy
+3
New ﹤0.01% 2893
2021
Q3
Sell
-41
Closed -$8K 1930
2021
Q2
$8K Hold
41
﹤0.01% 1102
2021
Q1
$7K Hold
41
﹤0.01% 1059
2020
Q4
$8K Hold
41
﹤0.01% 886
2020
Q3
$7K Hold
41
﹤0.01% 783
2020
Q2
$6K Hold
41
﹤0.01% 828
2020
Q1
$6K Buy
+41
New +$6K ﹤0.01% 828