NewEdge Advisors’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7
| Closed | -$69 | – | 4142 |
|
|
2024
Q4 | $69 | Hold |
7
| – | – | ﹤0.01% | 3809 |
|
|
2024
Q3 | $60 | Hold |
7
| – | – | ﹤0.01% | 3738 |
|
|
2024
Q2 | $70 | Hold |
7
| – | – | ﹤0.01% | 3703 |
|
|
2024
Q1 | $64 | Hold |
7
| – | – | ﹤0.01% | 3721 |
|
|
2023
Q4 | $66 | Hold |
7
| – | – | ﹤0.01% | 3655 |
|
|
2023
Q3 | $58 | Hold |
7
| – | – | ﹤0.01% | 3388 |
|
|
2023
Q2 | $77 | Sell |
7
-83
| -92% | -$913 | ﹤0.01% | 3428 |
|
|
2023
Q1 | $889 | Hold |
90
| – | – | ﹤0.01% | 3172 |
|
|
2022
Q4 | $1 | Buy |
+90
| New | +$1 | ﹤0.01% | 4055 |
|
|
2020
Q3 | – | Sell |
-13,642
| Closed | -$174K | – | 992 |
|
|
2020
Q2 | $174K | Buy |
13,642
+3,262
| +31% | +$41.6K | 0.01% | 784 |
|
|
2020
Q1 | $84K | Buy |
+10,380
| New | +$84K | ﹤0.01% | 749 |
|