LPL Financial’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 | $160K | Sell |
15,781
-3,486
| -18% | -$35.3K | ﹤0.01% | 5011 |
|
|
2025
Q1 | $193K | Buy |
+19,267
| New | +$193K | ﹤0.01% | 4757 |
|
|
2024
Q4 | – | Sell |
-14,651
| Closed | -$151K | – | 5293 |
|
|
2024
Q3 | $151K | Buy |
14,651
+1,085
| +8% | +$11.2K | ﹤0.01% | 4703 |
|
|
2024
Q2 | $173K | Buy |
13,566
+719
| +6% | +$9.18K | ﹤0.01% | 4517 |
|
|
2024
Q1 | $206K | Sell |
12,847
-57,196
| -82% | -$917K | ﹤0.01% | 4415 |
|
|
2023
Q4 | $1.3M | Sell |
70,043
-37,602
| -35% | -$695K | ﹤0.01% | 2799 |
|
|
2023
Q3 | $1.77M | Buy |
107,645
+31,008
| +40% | +$509K | ﹤0.01% | 2392 |
|
|
2023
Q2 | $1.95M | Buy |
76,637
+11,923
| +18% | +$303K | ﹤0.01% | 2266 |
|
|
2023
Q1 | $1.6M | Buy |
64,714
+8,421
| +15% | +$208K | ﹤0.01% | 2331 |
|
|
2022
Q4 | $1.69M | Buy |
56,293
+17,601
| +45% | +$530K | ﹤0.01% | 2192 |
|
|
2022
Q3 | $1.61M | Buy |
38,692
+619
| +2% | +$25.8K | ﹤0.01% | 2148 |
|
|
2022
Q2 | $1.27M | Sell |
38,073
-623
| -2% | -$20.7K | ﹤0.01% | 2384 |
|
|
2022
Q1 | $2.31M | Buy |
38,696
+1,291
| +3% | +$77.1K | ﹤0.01% | 1942 |
|
|
2021
Q4 | $2.4M | Buy |
37,405
+1,364
| +4% | +$87.6K | ﹤0.01% | 1947 |
|
|
2021
Q3 | $2.21M | Buy |
36,041
+7,122
| +25% | +$436K | ﹤0.01% | 1959 |
|
|
2021
Q2 | $1.51M | Sell |
28,919
-1,125
| -4% | -$58.7K | ﹤0.01% | 2200 |
|
|
2021
Q1 | $1.47M | Buy |
30,044
+1,984
| +7% | +$97K | ﹤0.01% | 2070 |
|
|
2020
Q4 | $1.35M | Buy |
+28,060
| New | +$1.35M | ﹤0.01% | 1947 |
|