Ladenburg Thalmann Financial Services’s Zoe's Kitchen, Inc. ZOES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-12,400
| Closed | -$179K | – | 5451 |
|
2018
Q2 | $179K | Hold |
12,400
| – | – | ﹤0.01% | 2323 |
|
2018
Q1 | $179K | Sell |
12,400
-4,450
| -26% | -$64.2K | ﹤0.01% | 2323 |
|
2017
Q4 | $281K | Buy |
16,850
+1,450
| +9% | +$24.2K | ﹤0.01% | 1949 |
|
2017
Q3 | $195K | Buy |
15,400
+5,350
| +53% | +$67.7K | ﹤0.01% | 2132 |
|
2017
Q2 | $120K | Buy |
10,050
+5,132
| +104% | +$61.3K | ﹤0.01% | 2405 |
|
2017
Q1 | $91K | Buy |
4,918
+4,215
| +600% | +$78K | ﹤0.01% | 2468 |
|
2016
Q4 | $17K | Buy |
703
+85
| +14% | +$2.06K | ﹤0.01% | 3588 |
|
2016
Q3 | $13K | Hold |
618
| – | – | ﹤0.01% | 3688 |
|
2016
Q2 | $23K | Hold |
618
| – | – | ﹤0.01% | 3261 |
|
2016
Q1 | $24K | Hold |
618
| – | – | ﹤0.01% | 3141 |
|
2015
Q4 | $18K | Sell |
618
-33
| -5% | -$961 | ﹤0.01% | 3314 |
|
2015
Q3 | $26K | Buy |
651
+333
| +105% | +$13.3K | ﹤0.01% | 2945 |
|
2015
Q2 | $13K | Hold |
318
| – | – | ﹤0.01% | 3533 |
|
2015
Q1 | $11K | Hold |
318
| – | – | ﹤0.01% | 3603 |
|
2014
Q4 | $10K | Buy |
318
+18
| +6% | +$566 | ﹤0.01% | 3441 |
|
2014
Q3 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 3185 |
|