Arax Advisory Partners’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 |
-241
| Closed | -$2.39K | – | 3113 |
|
|
2024
Q4 | $2.39K | Sell |
241
-50
| -17% | -$485 | ﹤0.01% | 1967 |
|
|
2024
Q3 | $2.51K | Hold |
291
| – | – | ﹤0.01% | 1975 |
|
|
2024
Q2 | $2.89K | Buy |
+291
| New | +$2.8K | ﹤0.01% | 1829 |
|
|
2022
Q4 | – | Sell |
-3,260
| Closed | -$24K | – | 1355 |
|
|
2022
Q3 | $24K | Hold |
3,260
| – | – | ﹤0.01% | 547 |
|
|
2022
Q2 | $29K | Hold |
3,260
| – | – | ﹤0.01% | 518 |
|
|
2022
Q1 | $49K | Hold |
3,260
| – | – | 0.01% | 458 |
|
|
2021
Q4 | $61K | Hold |
3,260
| – | – | 0.01% | 436 |
|
|
2021
Q3 | $54K | Buy |
3,260
+1,260
| +63% | +$21.2K | 0.01% | 445 |
|
|
2021
Q2 | $35K | Buy |
+2,000
| New | +$32K | ﹤0.01% | 513 |
|