Covestor’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 | $53K | Buy |
5,858
+1,844
| +46% | +$16.7K | 0.03% | 872 |
|
2025
Q1 | $35K | Buy |
4,014
+2,827
| +238% | +$24.7K | 0.02% | 971 |
|
2024
Q4 | $9K | Sell |
1,187
-1,575
| -57% | -$11.9K | 0.01% | 1596 |
|
2024
Q3 | $18K | Buy |
2,762
+671
| +32% | +$4.37K | 0.01% | 1252 |
|
2024
Q2 | $18K | Buy |
2,091
+1,100
| +111% | +$9.47K | 0.01% | 1236 |
|
2024
Q1 | $13K | Buy |
991
+85
| +9% | +$1.12K | 0.01% | 1390 |
|
2023
Q4 | $10K | Sell |
906
-1
| -0.1% | -$11 | 0.01% | 1571 |
|
2023
Q3 | $10K | Sell |
907
-2
| -0.2% | -$22 | 0.01% | 1432 |
|
2023
Q2 | $11K | Hold |
909
| – | – | 0.01% | 1389 |
|
2023
Q1 | $9K | Buy |
909
+466
| +105% | +$4.61K | 0.01% | 1368 |
|
2022
Q4 | $3K | Sell |
443
-955
| -68% | -$6.47K | ﹤0.01% | 1703 |
|
2022
Q3 | $12K | Sell |
1,398
-2
| -0.1% | -$17 | 0.01% | 1191 |
|
2022
Q2 | $15K | Buy |
1,400
+137
| +11% | +$1.47K | 0.01% | 1054 |
|
2022
Q1 | $18K | Sell |
1,263
-292
| -19% | -$4.16K | 0.01% | 1089 |
|
2021
Q4 | $25K | Buy |
+1,555
| New | +$25K | 0.04% | 801 |
|