LJHT
ZUO

Laurie J. Hall Trustee’s Zuora, Inc. ZUO Stock Holding History

Laurie J. Hall Trustee’s Portfolio ZUO Stock Details ZUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50
Closed – – 251
2024
Q4 		$0 Hold
50
– – ﹤0.01% 263
2024
Q3 		$0 Hold
50
– – ﹤0.01% 265
2024
Q2 		$0 Hold
50
– – ﹤0.01% 255
2024
Q1 		$0 Hold
50
– – ﹤0.01% 260
2023
Q4 		$0 Hold
50
– – ﹤0.01% 270
2023
Q3 		$0 Hold
50
– – ﹤0.01% 279
2023
Q2 		$1K Hold
50
– – ﹤0.01% 269
2023
Q1 		$0 Hold
50
– – ﹤0.01% 330
2022
Q4 		$0 Hold
50
– – ﹤0.01% 321
2022
Q3 		$0 Hold
50
– – ﹤0.01% 323
2022
Q2 		$0 Hold
50
– – ﹤0.01% 323
2022
Q1 		$1K Hold
50
– – ﹤0.01% 320
2021
Q4 		$1K Hold
50
– – ﹤0.01% 322
2021
Q3 		$1K Hold
50
– – ﹤0.01% 324
2021
Q2 		$1K Hold
50
– – ﹤0.01% 322
2021
Q1 		$1K Hold
50
– – ﹤0.01% 330
2020
Q4 		$1K Hold
50
– – ﹤0.01% 333
2020
Q3 		$1K Buy
+50
New +$579 ﹤0.01% 320
2019
Q4 		$1K Hold
50
– – ﹤0.01% 328
2019
Q3 		$1K Hold
50
– – ﹤0.01% 326
2019
Q2 		$1K Hold
50
– – ﹤0.01% 329
2019
Q1 		$1K Hold
50
– – ﹤0.01% 333
2018
Q4 		$1K Hold
50
– – ﹤0.01% 333
2018
Q3 		$1K Hold
50
– – ﹤0.01% 353
2018
Q2 		$1K Buy
+50
New +$1.18K ﹤0.01% 352

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Laurie J. Hall Trustee's ZUO Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 50 shares.

Laurie J. Hall Trustee first reported a position in ZUO in Q2 2018 and held it in 25 quarters. The position peaked at $1K in Q2 2023. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • Laurie J. Hall Trustee reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 50 Zuora, Inc. shares in Q1 2025.
  • Laurie J. Hall Trustee first reported a position in Zuora, Inc. in Q2 2018 and held it in 25 quarters.
  • Laurie J. Hall Trustee's Zuora, Inc. position peaked at $1K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.