Creative Planning’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 | $123K | Buy |
13,857
+752
| +6% | +$6.7K | ﹤0.01% | 3367 |
|
|
2025
Q1 | $113K | Buy |
13,105
+2,618
| +25% | +$22.5K | ﹤0.01% | 3211 |
|
|
2024
Q4 | $78.8K | Sell |
10,487
-820
| -7% | -$6.16K | ﹤0.01% | 3176 |
|
|
2024
Q3 | $71.8K | Buy |
+11,307
| New | +$71.8K | ﹤0.01% | 3061 |
|
|
2022
Q3 | – | Sell |
-31,137
| Closed | -$342K | – | 2285 |
|
|
2022
Q2 | $342K | Buy |
+31,137
| New | +$342K | ﹤0.01% | 1523 |
|