GA
ZUO
Gagnon Advisors’s Zuora, Inc. ZUO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-514,247
| Closed | -$4.43M | – | 27 |
|
|
2024
Q3 | $4.43M | Hold |
514,247
| – | – | 2.86% | 18 |
|
|
2024
Q2 | $5.11M | Hold |
514,247
| – | – | 3.89% | 12 |
|
|
2024
Q1 | $4.69M | Hold |
514,247
| – | – | 4.07% | 12 |
|
|
2023
Q4 | $4.83M | Hold |
514,247
| – | – | 4.22% | 13 |
|
|
2023
Q3 | $4.24M | Hold |
514,247
| – | – | 3.54% | 15 |
|
|
2023
Q2 | $5.64M | Hold |
514,247
| – | – | 3.77% | 14 |
|
|
2023
Q1 | $5.08M | Buy |
514,247
+102,966
| +25% | +$1.02M | 3.41% | 14 |
|
|
2022
Q4 | $2.62M | Sell |
411,281
-419,793
| -51% | -$2.67M | 1.77% | 21 |
|
|
2022
Q3 | $6.13M | Buy |
831,074
+415,537
| +100% | +$3.07M | 3.97% | 12 |
|
|
2022
Q2 | $3.72M | Buy |
415,537
+75,742
| +22% | +$678K | 2.25% | 20 |
|
|
2022
Q1 | $5.09M | Buy |
339,795
+1,802
| +0.5% | +$27K | 2.34% | 18 |
|
|
2021
Q4 | $6.31M | Hold |
337,993
| – | – | 2.51% | 19 |
|
|
2021
Q3 | $5.6M | Buy |
+337,993
| New | +$5.6M | 2.22% | 22 |
|
|
2020
Q1 | – | Sell |
-299,526
| Closed | -$4.29M | – | 29 |
|
|
2019
Q4 | $4.29M | Hold |
299,526
| – | – | 2.41% | 21 |
|
|
2019
Q3 | $4.51M | Sell |
299,526
-62,022
| -17% | -$933K | 2.8% | 20 |
|
|
2019
Q2 | $5.54M | Buy |
361,548
+181,026
| +100% | +$2.77M | 3.16% | 16 |
|
|
2019
Q1 | $3.62M | Buy |
180,522
+62,022
| +52% | +$1.24M | 2.07% | 23 |
|
|
2018
Q4 | $2.15M | Buy |
+118,500
| New | +$2.15M | 1.51% | 24 |
|