Charles Schwab’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.6M | Buy |
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|
2025
Q2 | $9.64M | Sell |
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|
2025
Q1 | $10.1M | Sell |
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|
2024
Q4 | $9.26M | Buy |
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|
2024
Q3 | $7.61M | Buy |
|
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|
2024
Q2 | $9.78M | Buy |
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|
2024
Q1 | $14.7M | Buy |
|
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|
2023
Q4 | $11.8M | Buy |
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|
2023
Q3 | $9.94M | Buy |
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|
2023
Q2 | $8.81M | Buy |
|
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|
2023
Q1 | $6.62M | Sell |
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|
2022
Q4 | $5.47M | Buy |
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|
2022
Q3 | $6.03M | Buy |
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|
2022
Q2 | $3.42M | Buy |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $2.51M | Buy |
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