Petrus Trust Company’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-62,555
| Closed | -$571K | – | 787 |
|
|
2024
Q1 | $571K | Buy |
62,555
+19,807
| +46% | +$181K | 0.05% | 157 |
|
|
2023
Q4 | $402K | Hold |
42,748
| – | – | 0.04% | 319 |
|
|
2023
Q3 | $352K | Buy |
42,748
+3,542
| +9% | +$29.2K | 0.04% | 334 |
|
|
2023
Q2 | $430K | Buy |
+39,206
| New | +$430K | 0.05% | 214 |
|
|
2023
Q1 | – | Sell |
-17,988
| Closed | -$114K | – | 719 |
|
|
2022
Q4 | $114K | Hold |
17,988
| – | – | 0.01% | 457 |
|
|
2022
Q3 | $133K | Buy |
+17,988
| New | +$133K | 0.02% | 204 |
|