Lee Financial’s The Marzetti Company Common Stock MZTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-87
| Closed | -$14.5K | – | 530 |
|
|
2023
Q4 | $14.5K | Hold |
87
| – | – | ﹤0.01% | 370 |
|
|
2023
Q3 | $14.4K | Hold |
87
| – | – | ﹤0.01% | 354 |
|
|
2023
Q2 | $17.5K | Hold |
87
| – | – | ﹤0.01% | 324 |
|
|
2023
Q1 | $17.7K | Hold |
87
| – | – | ﹤0.01% | 327 |
|
|
2022
Q4 | $17.2K | Hold |
87
| – | – | ﹤0.01% | 370 |
|
|
2022
Q3 | $13K | Hold |
87
| – | – | ﹤0.01% | 397 |
|
|
2022
Q2 | $11K | Hold |
87
| – | – | ﹤0.01% | 435 |
|
|
2022
Q1 | $13K | Hold |
87
| – | – | ﹤0.01% | 402 |
|
|
2021
Q4 | $14K | Hold |
87
| – | – | ﹤0.01% | 429 |
|
|
2021
Q3 | $15K | Buy |
87
+10
| +13% | +$1.72K | ﹤0.01% | 370 |
|
|
2021
Q2 | $15K | Hold |
77
| – | – | ﹤0.01% | 360 |
|
|
2021
Q1 | $14K | Hold |
77
| – | – | ﹤0.01% | 353 |
|
|
2020
Q4 | $14K | Hold |
77
| – | – | ﹤0.01% | 335 |
|
|
2020
Q3 | $14K | Hold |
77
| – | – | ﹤0.01% | 351 |
|
|
2020
Q2 | $12K | Buy |
77
+16
| +26% | +$2.49K | ﹤0.01% | 339 |
|
|
2020
Q1 | $9K | Buy |
+61
| New | +$9K | ﹤0.01% | 315 |
|