George Kaiser Family Foundation’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-179,254
| Closed | -$1.55M | – | 19 |
|
|
2024
Q3 | $1.55M | Hold |
179,254
| – | – | 0.24% | 15 |
|
|
2024
Q2 | $1.78M | Buy |
179,254
+617
| +0.3% | +$6.13K | 0.31% | 15 |
|
|
2024
Q1 | $1.63M | Sell |
178,637
-46,865
| -21% | -$427K | 0.31% | 14 |
|
|
2023
Q4 | $2.12M | Sell |
225,502
-210,575
| -48% | -$1.98M | 0.43% | 11 |
|
|
2023
Q3 | $3.59M | Buy |
436,077
+65,001
| +18% | +$536K | 0.68% | 12 |
|
|
2023
Q2 | $4.07M | Hold |
371,076
| – | – | 0.69% | 14 |
|
|
2023
Q1 | $3.67M | Buy |
371,076
+114,710
| +45% | +$1.13M | 0.59% | 15 |
|
|
2022
Q4 | $1.63M | Buy |
+256,366
| New | +$1.63M | 0.24% | 34 |
|