CAPTRUST Financial Advisors’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35,152
| Closed | -$330K | – | 2700 |
|
|
2023
Q4 | $330K | Sell |
35,152
-18,270
| -34% | -$172K | ﹤0.01% | 2043 |
|
|
2023
Q3 | $440K | Sell |
53,422
-49
| -0.1% | -$404 | ﹤0.01% | 1722 |
|
|
2023
Q2 | $587K | Buy |
+53,471
| New | +$587K | ﹤0.01% | 1533 |
|
|
2022
Q3 | – | Sell |
-721
| Closed | -$6K | – | 4214 |
|
|
2022
Q2 | $6K | Sell |
721
-60
| -8% | -$499 | ﹤0.01% | 4025 |
|
|
2022
Q1 | $12K | Buy |
781
+23
| +3% | +$353 | ﹤0.01% | 3714 |
|
|
2021
Q4 | $14K | Buy |
758
+284
| +60% | +$5.25K | ﹤0.01% | 3531 |
|
|
2021
Q3 | $8K | Hold |
474
| – | – | ﹤0.01% | 3755 |
|
|
2021
Q2 | $8K | Buy |
474
+180
| +61% | +$3.04K | ﹤0.01% | 3680 |
|
|
2021
Q1 | $4K | Buy |
+294
| New | +$4K | ﹤0.01% | 3835 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$10K | – | 3540 |
|
|
2020
Q3 | $10K | Buy |
1,000
+250
| +33% | +$2.5K | ﹤0.01% | 2293 |
|
|
2020
Q2 | $10K | Buy |
+750
| New | +$10K | ﹤0.01% | 2196 |
|