Farther Finance Advisors’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 |
-76
| Closed | -$754 | – | 4478 |
|
|
2024
Q4 | $754 | Hold |
76
| – | – | ﹤0.01% | 3334 |
|
|
2024
Q3 | $655 | Sell |
76
-111
| -59% | -$957 | ﹤0.01% | 3356 |
|
|
2024
Q2 | $1.82K | Buy |
187
+111
| +146% | +$1.08K | ﹤0.01% | 2831 |
|
|
2024
Q1 | $674 | Buy |
76
+35
| +85% | +$310 | ﹤0.01% | 2922 |
|
|
2023
Q4 | $385 | Buy |
41
+20
| +95% | +$188 | ﹤0.01% | 3058 |
|
|
2023
Q3 | $173 | Hold |
21
| – | – | ﹤0.01% | 2480 |
|
|
2023
Q2 | $230 | Hold |
21
| – | – | ﹤0.01% | 2340 |
|
|
2023
Q1 | $207 | Hold |
21
| – | – | ﹤0.01% | 2194 |
|
|
2022
Q4 | $134 | Buy |
+21
| New | +$134 | ﹤0.01% | 2107 |
|