First Trust Advisors’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 | $1.86M | Sell |
209,247
-211,873
| -50% | -$1.89M | ﹤0.01% | 1851 |
|
|
2025
Q1 | $3.63M | Buy |
+421,120
| New | +$3.63M | ﹤0.01% | 1490 |
|
|
2024
Q3 | – | Sell |
-244,569
| Closed | -$2.05M | – | 2435 |
|
|
2024
Q2 | $2.05M | Buy |
244,569
+128,970
| +112% | +$1.08M | ﹤0.01% | 1701 |
|
|
2024
Q1 | $1.54M | Sell |
115,599
-61,101
| -35% | -$815K | ﹤0.01% | 1838 |
|
|
2023
Q4 | $2M | Buy |
+176,700
| New | +$2M | ﹤0.01% | 1722 |
|
|
2023
Q3 | – | Sell |
-70,830
| Closed | -$856K | – | 2445 |
|
|
2023
Q2 | $856K | Buy |
70,830
+32,538
| +85% | +$393K | ﹤0.01% | 2024 |
|
|
2023
Q1 | $359K | Buy |
+38,292
| New | +$359K | ﹤0.01% | 2204 |
|
|
2022
Q4 | – | Sell |
-52,005
| Closed | -$446K | – | 2503 |
|
|
2022
Q3 | $446K | Buy |
+52,005
| New | +$446K | ﹤0.01% | 2241 |
|