Concourse Financial Group Securities’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4847 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5852 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5841 |
|
|
2024
Q2 | – | Sell |
-689
| Closed | -$9.19K | – | 5867 |
|
|
2024
Q1 | $9.19K | Sell |
689
-11,572
| -94% | -$154K | ﹤0.01% | 1733 |
|
|
2023
Q4 | $139K | Buy |
+12,261
| New | +$139K | 0.01% | 785 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5692 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5571 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5375 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5368 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5185 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5190 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5091 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5117 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4985 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4832 |
|