IFP Advisors’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$431 | – | 5088 |
|
|
2025
Q1 | – | Hold |
0
| – | -$427 | – | 3496 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3463 |
|
|
2023
Q1 | – | Sell |
-375
| Closed | -$10K | – | 4518 |
|
|
2022
Q4 | $10K | Buy |
375
+168
| +81% | +$4.48K | ﹤0.01% | 3415 |
|
|
2022
Q3 | $6K | Hold |
207
| – | – | ﹤0.01% | 3974 |
|
|
2022
Q2 | $6K | Hold |
207
| – | – | ﹤0.01% | 3727 |
|
|
2022
Q1 | $6K | Buy |
207
+57
| +38% | +$1.65K | ﹤0.01% | 3727 |
|
|
2021
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 2661 |
|
|
2021
Q3 | $2K | Sell |
150
-50
| -25% | -$667 | ﹤0.01% | 2851 |
|
|
2021
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 2658 |
|
|
2021
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 2576 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4191 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4032 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3847 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3744 |
|