Creative Planning’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 |
-13,385
| Closed | -$133K | – | 3747 |
|
|
2024
Q4 | $133K | Buy |
13,385
+140
| +1% | +$1.39K | ﹤0.01% | 3081 |
|
|
2024
Q3 | $114K | Sell |
13,245
-13,918
| -51% | -$120K | ﹤0.01% | 2990 |
|
|
2024
Q2 | $270K | Buy |
27,163
+11,939
| +78% | +$119K | ﹤0.01% | 2435 |
|
|
2024
Q1 | $139K | Buy |
+15,224
| New | +$139K | ﹤0.01% | 2635 |
|
|
2023
Q4 | – | Sell |
-25,254
| Closed | -$208K | – | 3028 |
|
|
2023
Q3 | $208K | Sell |
25,254
-1,778
| -7% | -$14.7K | ﹤0.01% | 2207 |
|
|
2023
Q2 | $297K | Buy |
27,032
+2,807
| +12% | +$30.8K | ﹤0.01% | 1911 |
|
|
2023
Q1 | $239K | Sell |
24,225
-243
| -1% | -$2.4K | ﹤0.01% | 1979 |
|
|
2022
Q4 | $156K | Sell |
24,468
-1,439
| -6% | -$9.15K | ﹤0.01% | 2063 |
|
|
2022
Q3 | $191K | Sell |
25,907
-589
| -2% | -$4.34K | ﹤0.01% | 1912 |
|
|
2022
Q2 | $237K | Buy |
26,496
+5,853
| +28% | +$52.4K | ﹤0.01% | 1764 |
|
|
2022
Q1 | $309K | Buy |
20,643
+10,030
| +95% | +$150K | ﹤0.01% | 1622 |
|
|
2021
Q4 | $198K | Buy |
10,613
+40
| +0.4% | +$746 | ﹤0.01% | 1877 |
|
|
2021
Q3 | $175K | Sell |
10,573
-1,663
| -14% | -$27.5K | ﹤0.01% | 1878 |
|
|
2021
Q2 | $211K | Sell |
12,236
-16,982
| -58% | -$293K | ﹤0.01% | 1772 |
|
|
2021
Q1 | $432K | Buy |
29,218
+14,168
| +94% | +$209K | ﹤0.01% | 1515 |
|
|
2020
Q4 | $210K | Sell |
15,050
-460
| -3% | -$6.42K | ﹤0.01% | 1840 |
|
|
2020
Q3 | $160K | Sell |
15,510
-450
| -3% | -$4.64K | ﹤0.01% | 1707 |
|
|
2020
Q2 | $203K | Buy |
15,960
+510
| +3% | +$6.49K | ﹤0.01% | 1502 |
|
|
2020
Q1 | $124K | Buy |
+15,450
| New | +$124K | ﹤0.01% | 1473 |
|