Ameriprise’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,116
| Closed | -$219K | – | 4190 |
|
|
2024
Q4 | $219K | Sell |
22,116
-2,386
| -10% | -$23.1K | ﹤0.01% | 3837 |
|
|
2024
Q3 | $211K | Sell |
24,502
-2,278
| -9% | -$20.2K | ﹤0.01% | 3736 |
|
|
2024
Q2 | $266K | Sell |
26,780
-4,311
| -14% | -$41.5K | ﹤0.01% | 3622 |
|
|
2024
Q1 | $284K | Sell |
31,091
-44,046
| -59% | -$384K | ﹤0.01% | 3602 |
|
|
2023
Q4 | $706K | Buy |
75,137
+262
| +0.3% | +$2.16K | ﹤0.01% | 3325 |
|
|
2023
Q3 | $617K | Sell |
74,875
-852
| -1% | -$8.4K | ﹤0.01% | 3327 |
|
|
2023
Q2 | $831K | Sell |
75,727
-8,268
| -10% | -$78.3K | ﹤0.01% | 3251 |
|
|
2023
Q1 | $830K | Buy |
83,995
+29,155
| +53% | +$244K | ﹤0.01% | 3236 |
|
|
2022
Q4 | $349K | Sell |
54,840
-2,059
| -4% | -$14.6K | ﹤0.01% | 3534 |
|
|
2022
Q3 | $420K | Buy |
+56,899
| New | +$491K | ﹤0.01% | 3457 |
|
|
2020
Q4 | – | Sell |
-146,061
| Closed | -$1.51M | – | 3835 |
|
|
2020
Q3 | $1.51M | Buy |
146,061
+27,153
| +23% | +$314K | ﹤0.01% | 2804 |
|
|
2020
Q2 | $1.51M | Buy |
+118,908
| New | +$1.32M | ﹤0.01% | 2737 |
|
|
2019
Q2 | – | Sell |
-1,863,623
| Closed | -$37.3M | – | 3797 |
|
|
2019
Q1 | $37.3M | Buy |
1,863,623
+174,569
| +10% | +$3.77M | 0.02% | 788 |
|
|
2018
Q4 | $30.6M | Buy |
1,689,054
+1,247,536
| +283% | +$24M | 0.02% | 833 |
|
|
2018
Q3 | $10.2M | Buy |
441,518
+130,499
| +42% | +$3.48M | ﹤0.01% | 1853 |
|
|
2018
Q2 | $8.46M | Buy |
+311,019
| New | +$7.35M | ﹤0.01% | 1872 |
|