Concourse Financial Group Securities’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 | – | Hold |
0
| – | – | – | 10262 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 10273 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 9913 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 9569 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 9343 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 9120 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8890 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8677 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 8347 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 8355 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 8174 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 8028 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7848 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7688 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7394 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 7106 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6833 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$2K | – | 6606 |
|
|
2020
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 2032 |
|
|
2020
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1856 |
|
|
2020
Q1 | $2K | Buy |
200
+150
| +300% | +$1.5K | ﹤0.01% | 1947 |
|
|
2019
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2022 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$1K | – | 5895 |
|
|
2019
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2159 |
|
|
2019
Q1 | $1K | Sell |
50
-50
| -50% | -$1K | ﹤0.01% | 2203 |
|
|
2018
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2067 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5558 |
|