Counterpoint Mutual Funds’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
+46,450
| New | +$414K | 0.04% | 138 |
|
|
2024
Q4 | – | Sell |
-43,167
| Closed | -$274K | – | 355 |
|
|
2024
Q3 | $274K | Buy |
+43,167
| New | +$274K | 0.05% | 156 |
|
|
2024
Q2 | – | Sell |
-10,110
| Closed | -$135K | – | 265 |
|
|
2024
Q1 | $135K | Buy |
+10,110
| New | +$135K | 0.03% | 155 |
|
|
2023
Q3 | – | Sell |
-19,050
| Closed | -$230K | – | 401 |
|
|
2023
Q2 | $230K | Buy |
19,050
+9,086
| +91% | +$110K | 0.21% | 32 |
|
|
2023
Q1 | $93.5K | Buy |
+9,964
| New | +$93.5K | 0.08% | 294 |
|