Larson Financial Group’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63K | Buy |
359
+253
| +239% | +$2.56K | ﹤0.01% | 2185 |
|
|
2025
Q1 | $1.06K | Buy |
+106
| New | +$1.06K | ﹤0.01% | 2356 |
|
|
2024
Q4 | – | Sell |
-45
| Closed | -$464 | – | 2912 |
|
|
2024
Q3 | $464 | Hold |
45
| – | – | ﹤0.01% | 2126 |
|
|
2024
Q2 | $575 | Buy |
+45
| New | +$575 | ﹤0.01% | 1805 |
|
|
2023
Q4 | – | Sell |
-43
| Closed | -$705 | – | 1911 |
|
|
2023
Q3 | $705 | Buy |
+43
| New | +$705 | ﹤0.01% | 1542 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | – | – | 1179 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1184 |
|
|
2021
Q3 | – | Sell |
-86
| Closed | -$4K | – | 959 |
|
|
2021
Q2 | $4K | Hold |
86
| – | – | ﹤0.01% | 665 |
|
|
2021
Q1 | $4K | Hold |
86
| – | – | ﹤0.01% | 657 |
|
|
2020
Q4 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 587 |
|