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Clearstead Advisors’s LegalZoom.com LZ Stock Holding History

Clearstead Advisors’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22K Buy
2,465
+465
+23% +$4.14K ﹤0.01% 1577
2025
Q1 		$17.2K Hold
2,000
– – ﹤0.01% 1460
2024
Q4 		$15K Hold
2,000
– – ﹤0.01% 1468
2024
Q3 		$12.7K Hold
2,000
– – ﹤0.01% 1537
2024
Q2 		$16.8K Buy
+2,000
New +$16.8K ﹤0.01% 1424