Petrus Trust Company’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $167K | Sell |
18,754
-46,935
| -71% | -$418K | 0.02% | 475 |
|
2025
Q1 | $566K | Buy |
+65,689
| New | +$566K | 0.05% | 153 |
|
2024
Q1 | – | Sell |
-70,021
| Closed | -$791K | – | 731 |
|
2023
Q4 | $791K | Buy |
+70,021
| New | +$791K | 0.08% | 80 |
|
2023
Q2 | – | Sell |
-47,411
| Closed | -$445K | – | 684 |
|
2023
Q1 | $445K | Buy |
47,411
+8,616
| +22% | +$80.8K | 0.05% | 122 |
|
2022
Q4 | $300K | Buy |
38,795
+21,906
| +130% | +$170K | 0.04% | 262 |
|
2022
Q3 | $145K | Buy |
16,889
+6,172
| +58% | +$53K | 0.02% | 201 |
|
2022
Q2 | $118K | Buy |
+10,717
| New | +$118K | 0.02% | 108 |
|