Charles Schwab’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 | $9.64M | Sell |
1,081,417
-93,326
| -8% | -$832K | ﹤0.01% | 2039 |
|
|
2025
Q1 | $10.1M | Sell |
1,174,743
-58,004
| -5% | -$499K | ﹤0.01% | 1949 |
|
|
2024
Q4 | $9.26M | Buy |
1,232,747
+34,914
| +3% | +$262K | ﹤0.01% | 2049 |
|
|
2024
Q3 | $7.61M | Buy |
1,197,833
+32,085
| +3% | +$204K | ﹤0.01% | 2171 |
|
|
2024
Q2 | $9.78M | Buy |
1,165,748
+61,934
| +6% | +$520K | ﹤0.01% | 2054 |
|
|
2024
Q1 | $14.7M | Buy |
1,103,814
+56,674
| +5% | +$756K | ﹤0.01% | 1785 |
|
|
2023
Q4 | $11.8M | Buy |
1,047,140
+138,702
| +15% | +$1.57M | ﹤0.01% | 1895 |
|
|
2023
Q3 | $9.94M | Buy |
908,438
+179,456
| +25% | +$1.96M | ﹤0.01% | 1910 |
|
|
2023
Q2 | $8.81M | Buy |
728,982
+23,517
| +3% | +$284K | ﹤0.01% | 1963 |
|
|
2023
Q1 | $6.62M | Sell |
705,465
-1,000
| -0.1% | -$9.38K | ﹤0.01% | 2067 |
|
|
2022
Q4 | $5.47M | Buy |
706,465
+3,063
| +0.4% | +$23.7K | ﹤0.01% | 2170 |
|
|
2022
Q3 | $6.03M | Buy |
703,402
+392,676
| +126% | +$3.37M | ﹤0.01% | 2119 |
|
|
2022
Q2 | $3.42M | Buy |
310,726
+201,551
| +185% | +$2.22M | ﹤0.01% | 2357 |
|
|
2022
Q1 | $1.54M | Buy |
109,175
+12,337
| +13% | +$174K | ﹤0.01% | 2728 |
|
|
2021
Q4 | $1.56M | Buy |
96,838
+1,916
| +2% | +$30.8K | ﹤0.01% | 2775 |
|
|
2021
Q3 | $2.51M | Buy |
+94,922
| New | +$2.51M | ﹤0.01% | 2649 |
|