LPL 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.11M | Buy |
12,208
+570
| +5% | +$98.5K | ﹤0.01% | 3053 |
|
2025
Q1 | $2.04M | Sell |
11,638
-4,234
| -27% | -$741K | ﹤0.01% | 2912 |
|
2024
Q4 | $2.75M | Buy |
15,872
+10,243
| +182% | +$1.77M | ﹤0.01% | 2564 |
|
2024
Q3 | $994K | Buy |
5,629
+2,316
| +70% | +$409K | ﹤0.01% | 3368 |
|
2024
Q2 | $626K | Buy |
3,313
+631
| +24% | +$119K | ﹤0.01% | 3620 |
|
2024
Q1 | $557K | Buy |
2,682
+703
| +36% | +$146K | ﹤0.01% | 3639 |
|
2023
Q4 | $329K | Sell |
1,979
-75
| -4% | -$12.5K | ﹤0.01% | 3964 |
|
2023
Q3 | $339K | Buy |
2,054
+403
| +24% | +$66.5K | ﹤0.01% | 3765 |
|
2023
Q2 | $332K | Buy |
1,651
+410
| +33% | +$82.5K | ﹤0.01% | 3719 |
|
2023
Q1 | $252K | Sell |
1,241
-1,575
| -56% | -$319K | ﹤0.01% | 3855 |
|
2022
Q4 | $556K | Buy |
+2,816
| New | +$556K | ﹤0.01% | 3146 |
|
2017
Q1 | – | Sell |
-2,505
| Closed | -$355K | – | 2752 |
|
2016
Q4 | $355K | Buy |
2,505
+23
| +0.9% | +$3.26K | ﹤0.01% | 2034 |
|
2016
Q3 | $326K | Buy |
2,482
+210
| +9% | +$27.6K | ﹤0.01% | 2051 |
|
2016
Q2 | $288K | Buy |
+2,272
| New | +$288K | ﹤0.01% | 2105 |
|