LFA
Legacy Financial Advisors’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Hold |
4,000
| – | – | 0.05% | 268 |
|
|
2025
Q1 | $295K | Hold |
4,000
| – | – | 0.05% | 275 |
|
|
2024
Q4 | $326K | Hold |
4,000
| – | – | 0.05% | 260 |
|
|
2024
Q3 | $279K | Hold |
4,000
| – | – | 0.05% | 286 |
|
|
2024
Q2 | $237K | Hold |
4,000
| – | – | 0.04% | 297 |
|
|
2024
Q1 | $261K | Hold |
4,000
| – | – | 0.05% | 272 |
|
|
2023
Q4 | $288K | Buy |
+4,000
| New | +$288K | 0.06% | 237 |
|
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$586K | – | 260 |
|
|
2022
Q1 | $586K | Buy |
+5,000
| New | +$586K | 0.13% | 85 |
|