Paloma Partners’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 |
-45,192
| Closed | -$390K | – | 898 |
|
2024
Q3 | $390K | Buy |
+45,192
| New | +$390K | 0.01% | 454 |
|
2022
Q1 | – | Sell |
-25,518
| Closed | -$477K | – | 1828 |
|
2021
Q4 | $477K | Buy |
+25,518
| New | +$477K | 0.01% | 902 |
|
2020
Q4 | – | Sell |
-18,421
| Closed | -$190K | – | 2043 |
|
2020
Q3 | $190K | Buy |
18,421
+7,598
| +70% | +$78.4K | ﹤0.01% | 1607 |
|
2020
Q2 | $138K | Sell |
10,823
-20,452
| -65% | -$261K | ﹤0.01% | 1651 |
|
2020
Q1 | $252K | Sell |
31,275
-15,556
| -33% | -$125K | 0.01% | 698 |
|
2019
Q4 | $671K | Buy |
+46,831
| New | +$671K | 0.01% | 966 |
|
2019
Q2 | – | Sell |
-12,314
| Closed | -$247K | – | 1847 |
|
2019
Q1 | $247K | Buy |
+12,314
| New | +$247K | 0.01% | 1085 |
|