HighTower Advisors’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-245,381
| Closed | -$2.02M | – | 3524 |
|
|
2023
Q3 | $2.02M | Sell |
245,381
-140
| -0.1% | -$1.15K | ﹤0.01% | 1371 |
|
|
2023
Q2 | $2.69M | Buy |
245,521
+195
| +0.1% | +$2.14K | 0.01% | 1187 |
|
|
2023
Q1 | $2.42M | Sell |
245,326
-604
| -0.2% | -$5.97K | 0.01% | 1173 |
|
|
2022
Q4 | $1.56M | Buy |
245,930
+652
| +0.3% | +$4.14K | ﹤0.01% | 1411 |
|
|
2022
Q3 | $1.81M | Buy |
245,278
+289
| +0.1% | +$2.14K | ﹤0.01% | 1290 |
|
|
2022
Q2 | $2.19M | Sell |
244,989
-512
| -0.2% | -$4.58K | 0.01% | 1208 |
|
|
2022
Q1 | $3.68M | Sell |
245,501
-42
| -0% | -$629 | 0.01% | 1042 |
|
|
2021
Q4 | $4.59M | Sell |
245,543
-374
| -0.2% | -$6.99K | 0.01% | 939 |
|
|
2021
Q3 | $4.08M | Sell |
245,917
-4,912
| -2% | -$81.5K | 0.01% | 915 |
|
|
2021
Q2 | $4.33M | Buy |
250,829
+3,599
| +1% | +$62.1K | 0.01% | 866 |
|
|
2021
Q1 | $3.66M | Buy |
+247,230
| New | +$3.66M | 0.01% | 854 |
|
|
2020
Q4 | – | Sell |
-245,989
| Closed | -$2.54M | – | 2679 |
|
|
2020
Q3 | $2.54M | Sell |
245,989
-46,024
| -16% | -$476K | 0.01% | 788 |
|
|
2020
Q2 | $3.72M | Buy |
292,013
+46,424
| +19% | +$592K | 0.02% | 606 |
|
|
2020
Q1 | $1.98M | Sell |
245,589
-9,000
| -4% | -$72.5K | 0.01% | 749 |
|
|
2019
Q4 | $3.65M | Buy |
254,589
+10,328
| +4% | +$148K | 0.02% | 667 |
|
|
2019
Q3 | $3.68M | Hold |
244,261
| – | – | 0.02% | 683 |
|
|
2019
Q2 | $3.74M | Buy |
244,261
+6,000
| +3% | +$91.9K | 0.02% | 664 |
|
|
2019
Q1 | $4.77M | Hold |
238,261
| – | – | 0.03% | 518 |
|
|
2018
Q4 | $4.32M | Buy |
238,261
+190,216
| +396% | +$3.45M | 0.03% | 501 |
|
|
2018
Q3 | $1.11M | Buy |
+48,045
| New | +$1.11M | 0.01% | 1072 |
|