CAPTRUST Financial Advisors’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
55,888
+35,894
| +180% | +$320K | ﹤0.01% | 1732 |
|
|
2025
Q1 | $172K | Buy |
+19,994
| New | +$172K | ﹤0.01% | 2186 |
|
|
2024
Q3 | – | Sell |
-10,154
| Closed | -$85.2K | – | 2333 |
|
|
2024
Q2 | $85.2K | Buy |
+10,154
| New | +$85.2K | ﹤0.01% | 2118 |
|
|
2022
Q3 | – | Sell |
-832
| Closed | -$9K | – | 3202 |
|
|
2022
Q2 | $9K | Sell |
832
-861
| -51% | -$9.31K | ﹤0.01% | 3814 |
|
|
2022
Q1 | $24K | Buy |
1,693
+1,625
| +2,390% | +$23K | ﹤0.01% | 3284 |
|
|
2021
Q4 | $1K | Sell |
68
-5,059
| -99% | -$74.4K | ﹤0.01% | 4595 |
|
|
2021
Q3 | $135K | Buy |
+5,127
| New | +$135K | ﹤0.01% | 1838 |
|