Osaic Holdings’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.2K | Buy |
+8,184
| New | +$81.2K | ﹤0.01% | 4319 |
|
|
2025
Q1 | – | Sell |
-8,920
| Closed | -$88.5K | – | 7586 |
|
|
2024
Q4 | $88.5K | Hold |
8,920
| – | – | ﹤0.01% | 4263 |
|
|
2024
Q3 | $76.9K | Sell |
8,920
-17,674
| -66% | -$152K | ﹤0.01% | 4400 |
|
|
2024
Q2 | $264K | Buy |
26,594
+14,716
| +124% | +$146K | ﹤0.01% | 3309 |
|
|
2024
Q1 | $108K | Sell |
11,878
-1,524
| -11% | -$13.9K | ﹤0.01% | 4184 |
|
|
2023
Q4 | $126K | Sell |
13,402
-10,646
| -44% | -$100K | ﹤0.01% | 4260 |
|
|
2023
Q3 | $198K | Sell |
24,048
-15,464
| -39% | -$127K | ﹤0.01% | 4002 |
|
|
2023
Q2 | $432K | Sell |
39,512
-3,262
| -8% | -$35.7K | ﹤0.01% | 3268 |
|
|
2023
Q1 | $419K | Buy |
42,774
+7,163
| +20% | +$70.2K | ﹤0.01% | 3248 |
|
|
2022
Q4 | $227K | Buy |
35,611
+15,916
| +81% | +$102K | ﹤0.01% | 3732 |
|
|
2022
Q3 | $146K | Buy |
19,695
+235
| +1% | +$1.74K | ﹤0.01% | 4039 |
|
|
2022
Q2 | $175K | Sell |
19,460
-681
| -3% | -$6.12K | ﹤0.01% | 3929 |
|
|
2022
Q1 | $252K | Sell |
20,141
-6,635
| -25% | -$83K | ﹤0.01% | 3830 |
|
|
2021
Q4 | $498K | Buy |
26,776
+598
| +2% | +$11.1K | ﹤0.01% | 3066 |
|
|
2021
Q3 | $436K | Sell |
26,178
-4,778
| -15% | -$79.6K | ﹤0.01% | 3177 |
|
|
2021
Q2 | $534K | Buy |
30,956
+6,076
| +24% | +$105K | ﹤0.01% | 2957 |
|
|
2021
Q1 | $371K | Buy |
24,880
+1,791
| +8% | +$26.7K | ﹤0.01% | 3184 |
|
|
2020
Q4 | $322K | Buy |
23,089
+3,209
| +16% | +$44.8K | ﹤0.01% | 3062 |
|
|
2020
Q3 | $206K | Buy |
19,880
+2,743
| +16% | +$28.4K | ﹤0.01% | 3230 |
|
|
2020
Q2 | $219K | Buy |
17,137
+709
| +4% | +$9.06K | ﹤0.01% | 3055 |
|
|
2020
Q1 | $116K | Buy |
+16,428
| New | +$116K | ﹤0.01% | 3348 |
|