Envestnet Asset Management’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 |
-31,949
| Closed | -$275K | – | 4430 |
|
|
2024
Q3 | $275K | Buy |
31,949
+577
| +2% | +$4.97K | ﹤0.01% | 3873 |
|
|
2024
Q2 | $312K | Buy |
31,372
+6,710
| +27% | +$66.6K | ﹤0.01% | 3717 |
|
|
2024
Q1 | $225K | Buy |
24,662
+2,465
| +11% | +$22.5K | ﹤0.01% | 3885 |
|
|
2023
Q4 | $209K | Sell |
22,197
-379
| -2% | -$3.56K | ﹤0.01% | 3808 |
|
|
2023
Q3 | $186K | Buy |
22,576
+10,529
| +87% | +$86.8K | ﹤0.01% | 3762 |
|
|
2023
Q2 | $132K | Buy |
+12,047
| New | +$132K | ﹤0.01% | 3799 |
|
|
2023
Q1 | – | Sell |
-10,802
| Closed | -$68.7K | – | 4134 |
|
|
2022
Q4 | $68.7K | Buy |
10,802
+458
| +4% | +$2.91K | ﹤0.01% | 3848 |
|
|
2022
Q3 | $76K | Buy |
+10,344
| New | +$76K | ﹤0.01% | 3777 |
|
|
2022
Q2 | – | Sell |
-12,328
| Closed | -$185K | – | 4096 |
|
|
2022
Q1 | $185K | Buy |
12,328
+594
| +5% | +$8.91K | ﹤0.01% | 3710 |
|
|
2021
Q4 | $219K | Sell |
11,734
-2,214
| -16% | -$41.3K | ﹤0.01% | 3606 |
|
|
2021
Q3 | $231K | Buy |
+13,948
| New | +$231K | ﹤0.01% | 3432 |
|
|
2019
Q3 | – | Sell |
-11,783
| Closed | -$181K | – | 3175 |
|
|
2019
Q2 | $181K | Sell |
11,783
-1,846
| -14% | -$28.4K | ﹤0.01% | 2903 |
|
|
2019
Q1 | $273K | Buy |
+13,629
| New | +$273K | ﹤0.01% | 2647 |
|