Diversified Trust’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-41,564
| Closed | -$358K | – | 1003 |
|
|
2024
Q3 | $358K | Buy |
41,564
+2,692
| +7% | +$23.2K | 0.01% | 692 |
|
|
2024
Q2 | $386K | Buy |
38,872
+3,260
| +9% | +$32.4K | 0.01% | 610 |
|
|
2024
Q1 | $325K | Hold |
35,612
| – | – | 0.01% | 640 |
|
|
2023
Q4 | $335K | Sell |
35,612
-11,390
| -24% | -$107K | 0.01% | 620 |
|
|
2023
Q3 | $387K | Buy |
47,002
+5,662
| +14% | +$46.7K | 0.01% | 540 |
|
|
2023
Q2 | $453K | Buy |
41,340
+17,242
| +72% | +$189K | 0.02% | 498 |
|
|
2023
Q1 | $238K | Sell |
24,098
-34,121
| -59% | -$337K | 0.01% | 711 |
|
|
2022
Q4 | $370K | Buy |
58,219
+10,266
| +21% | +$65.2K | 0.02% | 506 |
|
|
2022
Q3 | $354K | Buy |
47,953
+23,846
| +99% | +$176K | 0.02% | 493 |
|
|
2022
Q2 | $216K | Buy |
24,107
+482
| +2% | +$4.32K | 0.01% | 656 |
|
|
2022
Q1 | $354K | Buy |
23,625
+3,271
| +16% | +$49K | 0.01% | 560 |
|
|
2021
Q4 | $380K | Buy |
20,354
+1,417
| +7% | +$26.5K | 0.01% | 546 |
|
|
2021
Q3 | $314K | Hold |
18,937
| – | – | 0.01% | 577 |
|
|
2021
Q2 | $327K | Sell |
18,937
-753
| -4% | -$13K | 0.01% | 519 |
|
|
2021
Q1 | $291K | Sell |
19,690
-2,026
| -9% | -$29.9K | 0.01% | 548 |
|
|
2020
Q4 | $303K | Buy |
21,716
+11,246
| +107% | +$157K | 0.01% | 506 |
|
|
2020
Q3 | $108K | Buy |
+10,470
| New | +$108K | 0.01% | 608 |
|