IFP Advisors’s Ziff Davis ZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36
| Closed | -$1.35K | – | 3302 |
|
|
2025
Q1 | $1.35K | Hold |
36
| – | – | ﹤0.01% | 3268 |
|
|
2024
Q4 | $1.96K | Buy |
36
+2
| +6% | +$109 | ﹤0.01% | 3110 |
|
|
2024
Q3 | $1.65K | Buy |
34
+17
| +100% | +$827 | ﹤0.01% | 2967 |
|
|
2024
Q2 | $936 | Hold |
17
| – | – | ﹤0.01% | 3002 |
|
|
2024
Q1 | $1.07K | Buy |
+17
| New | +$1.07K | ﹤0.01% | 2853 |
|
|
2023
Q1 | – | Sell |
-2,525
| Closed | -$228K | – | 4478 |
|
|
2022
Q4 | $228K | Sell |
2,525
-206
| -8% | -$18.6K | 0.01% | 1293 |
|
|
2022
Q3 | $266K | Sell |
2,731
-217
| -7% | -$21.1K | 0.01% | 1257 |
|
|
2022
Q2 | $277K | Hold |
2,948
| – | – | 0.01% | 1123 |
|
|
2022
Q1 | $277K | Buy |
2,948
+2,758
| +1,452% | +$259K | 0.01% | 1123 |
|
|
2021
Q4 | $27K | Sell |
190
-866
| -82% | -$123K | ﹤0.01% | 1789 |
|
|
2021
Q3 | $130K | Buy |
1,056
+1,032
| +4,300% | +$127K | ﹤0.01% | 1137 |
|
|
2021
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 2653 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4348 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4155 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3995 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3814 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3716 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3683 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3696 |
|
|
2019
Q1 | – | Sell |
-31
| Closed | -$2K | – | 3472 |
|
|
2018
Q4 | $2K | Sell |
31
-79
| -72% | -$5.1K | ﹤0.01% | 3157 |
|
|
2018
Q3 | $8K | Hold |
110
| – | – | ﹤0.01% | 2975 |
|
|
2018
Q2 | $8K | Buy |
110
+89
| +424% | +$6.47K | ﹤0.01% | 3013 |
|
|
2018
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 3679 |
|
|
2017
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 3679 |
|
|
2017
Q3 | $1K | Sell |
21
-1,019
| -98% | -$48.5K | ﹤0.01% | 3931 |
|
|
2017
Q2 | $77K | Sell |
1,040
-69
| -6% | -$5.11K | ﹤0.01% | 1675 |
|
|
2017
Q1 | $81K | Buy |
1,109
+1,088
| +5,181% | +$79.5K | ﹤0.01% | 1635 |
|
|
2016
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 3833 |
|
|
2016
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 3771 |
|
|
2016
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 3690 |
|
|
2016
Q1 | – | Sell |
-155
| Closed | -$11K | – | 3499 |
|
|
2015
Q4 | $11K | Buy |
+155
| New | +$11K | ﹤0.01% | 2529 |
|