FCM
LZ icon

Fortis Capital Management’s LegalZoom.com LZ Stock Holding History

Fortis Capital Management’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,989
Closed -$142K – 184
2025
Q2 		$142K Hold
15,989
– – 0.02% 166
2025
Q1 		$138K Hold
15,989
– – 0.03% 145
2024
Q4 		$120K Hold
15,989
– – 0.02% 130
2024
Q3 		$102K Hold
15,989
– – 0.02% 125
2024
Q2 		$134K Hold
15,989
– – 0.03% 121
2024
Q1 		$213K Hold
15,989
– – 0.06% 107
2023
Q4 		$181K Hold
15,989
– – 0.05% 131
2023
Q3 		$175K Sell
15,989
-12,972
-45% -$159K 0.05% 123
2023
Q2 		$350K Sell
28,961
-22,323
-44% -$236K 0.12% 80
2023
Q1 		$481K Hold
51,284
– – 0.19% 69
2022
Q4 		$397K Sell
51,284
-9,050
-15% -$78.5K 0.29% 63
2022
Q3 		$517K Hold
60,334
– – 0.44% 64
2022
Q2 		$663K Buy
+60,334
New +$797K 0.65% 48

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