Charles Schwab’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,197,401
| Closed | -$11.9M | – | 3531 |
|
|
2024
Q4 | $11.9M | Buy |
1,197,401
+44,029
| +4% | +$437K | ﹤0.01% | 1942 |
|
|
2024
Q3 | $9.94M | Buy |
1,153,372
+4,432
| +0.4% | +$38.2K | ﹤0.01% | 2026 |
|
|
2024
Q2 | $11.4M | Sell |
1,148,940
-32,583
| -3% | -$324K | ﹤0.01% | 1978 |
|
|
2024
Q1 | $10.8M | Buy |
1,181,523
+33,873
| +3% | +$309K | ﹤0.01% | 1950 |
|
|
2023
Q4 | $10.8M | Buy |
1,147,650
+38,133
| +3% | +$358K | ﹤0.01% | 1944 |
|
|
2023
Q3 | $9.14M | Buy |
1,109,517
+71,782
| +7% | +$591K | ﹤0.01% | 1960 |
|
|
2023
Q2 | $11.4M | Buy |
1,037,735
+39,761
| +4% | +$436K | ﹤0.01% | 1853 |
|
|
2023
Q1 | $9.86M | Buy |
997,974
+16,891
| +2% | +$167K | ﹤0.01% | 1883 |
|
|
2022
Q4 | $6.24M | Buy |
981,083
+32,034
| +3% | +$204K | ﹤0.01% | 2100 |
|
|
2022
Q3 | $7M | Buy |
949,049
+38,613
| +4% | +$285K | ﹤0.01% | 2038 |
|
|
2022
Q2 | $8.15M | Sell |
910,436
-36
| -0% | -$322 | ﹤0.01% | 1941 |
|
|
2022
Q1 | $13.6M | Buy |
910,472
+101,743
| +13% | +$1.52M | ﹤0.01% | 1777 |
|
|
2021
Q4 | $15.1M | Buy |
808,729
+34,148
| +4% | +$638K | ﹤0.01% | 1771 |
|
|
2021
Q3 | $12.8M | Buy |
774,581
+50,406
| +7% | +$836K | ﹤0.01% | 1864 |
|
|
2021
Q2 | $12.5M | Buy |
724,175
+26,087
| +4% | +$450K | ﹤0.01% | 1885 |
|
|
2021
Q1 | $10.3M | Sell |
698,088
-13,527
| -2% | -$200K | ﹤0.01% | 1949 |
|
|
2020
Q4 | $9.91M | Sell |
711,615
-36,869
| -5% | -$514K | ﹤0.01% | 1872 |
|
|
2020
Q3 | $7.74M | Buy |
748,484
+107,652
| +17% | +$1.11M | ﹤0.01% | 1847 |
|
|
2020
Q2 | $8.17M | Buy |
640,832
+72,326
| +13% | +$922K | ﹤0.01% | 1768 |
|
|
2020
Q1 | $4.58M | Buy |
568,506
+2,861
| +0.5% | +$23K | ﹤0.01% | 1879 |
|
|
2019
Q4 | $8.11M | Buy |
565,645
+17,123
| +3% | +$245K | ﹤0.01% | 1761 |
|
|
2019
Q3 | $8.26M | Buy |
548,522
+367,903
| +204% | +$5.54M | ﹤0.01% | 1713 |
|
|
2019
Q2 | $2.77M | Buy |
+180,619
| New | +$2.77M | ﹤0.01% | 2255 |
|