LPL Financial’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,076
| Closed | -$95.5K | – | 5303 |
|
|
2024
Q3 | $95.5K | Buy |
+11,076
| New | +$95.5K | ﹤0.01% | 4798 |
|
|
2019
Q4 | – | Sell |
-11,836
| Closed | -$178K | – | 3415 |
|
|
2019
Q3 | $178K | Sell |
11,836
-2,808
| -19% | -$42.2K | ﹤0.01% | 3027 |
|
|
2019
Q2 | $224K | Buy |
+14,644
| New | +$224K | ﹤0.01% | 2927 |
|