Bank of Montreal’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-150,242
| Closed | -$1.31M | – | 3555 |
|
|
2024
Q3 | $1.31M | Buy |
150,242
+134,776
| +871% | +$1.17M | ﹤0.01% | 1672 |
|
|
2024
Q2 | $161K | Hold |
15,466
| – | – | ﹤0.01% | 2803 |
|
|
2024
Q1 | $142K | Sell |
15,466
-333
| -2% | -$3.05K | ﹤0.01% | 2878 |
|
|
2023
Q4 | $152K | Buy |
+15,799
| New | +$152K | ﹤0.01% | 2829 |
|
|
2023
Q2 | – | Sell |
-12,771
| Closed | -$126K | – | 3848 |
|
|
2023
Q1 | $126K | Buy |
+12,771
| New | +$126K | ﹤0.01% | 2911 |
|
|
2022
Q1 | – | Sell |
-81,810
| Closed | -$1.56M | – | 3752 |
|
|
2021
Q4 | $1.56M | Sell |
81,810
-4
| -0% | -$76 | ﹤0.01% | 1664 |
|
|
2021
Q3 | $1.36M | Buy |
81,814
+9,248
| +13% | +$154K | ﹤0.01% | 2135 |
|
|
2021
Q2 | $1.33M | Buy |
72,566
+5,431
| +8% | +$99.8K | ﹤0.01% | 2190 |
|
|
2021
Q1 | $1.13M | Buy |
67,135
+20,077
| +43% | +$339K | ﹤0.01% | 1817 |
|
|
2020
Q4 | $668K | Sell |
47,058
-242,453
| -84% | -$3.44M | ﹤0.01% | 2159 |
|
|
2020
Q3 | $2.91M | Sell |
289,511
-42,947
| -13% | -$432K | ﹤0.01% | 1296 |
|
|
2020
Q2 | $4.27M | Buy |
332,458
+202,360
| +156% | +$2.6M | ﹤0.01% | 1095 |
|
|
2020
Q1 | $1.07M | Sell |
130,098
-167,225
| -56% | -$1.38M | ﹤0.01% | 1498 |
|
|
2019
Q4 | $4.26M | Buy |
297,323
+43,972
| +17% | +$630K | ﹤0.01% | 1243 |
|
|
2019
Q3 | $3.81M | Buy |
253,351
+46,608
| +23% | +$702K | ﹤0.01% | 1142 |
|
|
2019
Q2 | $3.17M | Buy |
206,743
+206,643
| +206,643% | +$3.17M | ﹤0.01% | 1244 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3753 |
|
|
2018
Q4 | $2K | Sell |
100
-26,700
| -100% | -$534K | ﹤0.01% | 4066 |
|
|
2018
Q3 | $619K | Buy |
26,800
+26,700
| +26,700% | +$617K | ﹤0.01% | 2014 |
|
|
2018
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3946 |
|