Corient Private Wealth’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 |
-10,518
| Closed | -$104K | – | 2472 |
|
|
2024
Q4 | $104K | Hold |
10,518
| – | – | ﹤0.01% | 2213 |
|
|
2024
Q3 | $90.7K | Hold |
10,518
| – | – | ﹤0.01% | 2308 |
|
|
2024
Q2 | $104K | Hold |
10,518
| – | – | ﹤0.01% | 2203 |
|
|
2024
Q1 | $95.9K | Sell |
10,518
-48,936
| -82% | -$446K | ﹤0.01% | 2182 |
|
|
2023
Q4 | $559K | Buy |
59,454
+49,086
| +473% | +$461K | ﹤0.01% | 1562 |
|
|
2023
Q3 | $85.4K | Hold |
10,368
| – | – | ﹤0.01% | 2038 |
|
|
2023
Q2 | $114K | Hold |
10,368
| – | – | ﹤0.01% | 1947 |
|
|
2023
Q1 | $102K | Buy |
+10,368
| New | +$102K | ﹤0.01% | 1869 |
|