Janney Montgomery Scott’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-37,447
| Closed | -$394K | – | 2890 |
|
|
2024
Q4 | $394K | Sell |
37,447
-8,538
| -19% | -$89.8K | ﹤0.01% | 2143 |
|
|
2024
Q3 | $475K | Buy |
45,985
+14,313
| +45% | +$148K | ﹤0.01% | 2009 |
|
|
2024
Q2 | $404K | Sell |
31,672
-755
| -2% | -$9.63K | ﹤0.01% | 2035 |
|
|
2024
Q1 | $520K | Buy |
32,427
+7,779
| +32% | +$125K | ﹤0.01% | 1975 |
|
|
2023
Q4 | $456K | Sell |
24,648
-1,635
| -6% | -$30.2K | ﹤0.01% | 1976 |
|
|
2023
Q3 | $431K | Sell |
26,283
-3,204
| -11% | -$52.5K | ﹤0.01% | 1883 |
|
|
2023
Q2 | $749K | Buy |
29,487
+2,301
| +8% | +$58.4K | ﹤0.01% | 1598 |
|
|
2023
Q1 | $672K | Buy |
27,186
+4,113
| +18% | +$102K | ﹤0.01% | 1549 |
|
|
2022
Q4 | $695K | Sell |
23,073
-4,085
| -15% | -$123K | ﹤0.01% | 1559 |
|
|
2022
Q3 | $1.13M | Buy |
+27,158
| New | +$1.13M | ﹤0.01% | 1254 |
|
|
2021
Q4 | – | Sell |
-4,864
| Closed | -$298K | – | 2437 |
|
|
2021
Q3 | $298K | Buy |
4,864
+912
| +23% | +$55.9K | ﹤0.01% | 1958 |
|
|
2021
Q2 | $206K | Buy |
+3,952
| New | +$206K | ﹤0.01% | 2121 |
|