Fortis Capital Management’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 | $142K | Hold |
15,989
| – | – | 0.02% | 165 |
|
|
2025
Q1 | $138K | Hold |
15,989
| – | – | 0.03% | 145 |
|
|
2024
Q4 | $120K | Hold |
15,989
| – | – | 0.02% | 129 |
|
|
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% | -$142K | 0.05% | 122 |
|
|
2023
Q2 | $350K | Sell |
28,961
-22,323
| -44% | -$270K | 0.12% | 79 |
|
|
2023
Q1 | $481K | Hold |
51,284
| – | – | 0.19% | 68 |
|
|
2022
Q4 | $397K | Sell |
51,284
-9,050
| -15% | -$70K | 0.29% | 63 |
|
|
2022
Q3 | $517K | Hold |
60,334
| – | – | 0.44% | 63 |
|
|
2022
Q2 | $663K | Buy |
+60,334
| New | +$663K | 0.65% | 48 |
|