Allworth Financial’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-130
| Closed | -$1.3K | – | 4206 |
|
|
2024
Q4 | $1.3K | Sell |
130
-204
| -61% | -$2.04K | ﹤0.01% | 3308 |
|
|
2024
Q3 | $2.88K | Sell |
334
-225
| -40% | -$1.94K | ﹤0.01% | 2803 |
|
|
2024
Q2 | $5.17K | Buy |
559
+334
| +148% | +$3.09K | ﹤0.01% | 2507 |
|
|
2024
Q1 | $2.05K | Hold |
225
| – | – | ﹤0.01% | 2796 |
|
|
2023
Q4 | $2.12K | Hold |
225
| – | – | ﹤0.01% | 2659 |
|
|
2023
Q3 | $1.85K | Hold |
225
| – | – | ﹤0.01% | 2578 |
|
|
2023
Q2 | $2.47K | Hold |
225
| – | – | ﹤0.01% | 2394 |
|
|
2023
Q1 | $2.22K | Hold |
225
| – | – | ﹤0.01% | 2367 |
|
|
2022
Q4 | $1.43K | Hold |
225
| – | – | ﹤0.01% | 2353 |
|
|
2022
Q3 | $2K | Buy |
+225
| New | +$2K | ﹤0.01% | 2259 |
|