Raymond James & Associates’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $968K | Buy |
112,351
+2,958
| +3% | +$25.5K | ﹤0.01% | 2695 |
|
2024
Q2 | $1.09M | Sell |
109,393
-6,604
| -6% | -$65.6K | ﹤0.01% | 2560 |
|
2024
Q1 | $1.06M | Buy |
115,997
+28,789
| +33% | +$263K | ﹤0.01% | 2547 |
|
2023
Q4 | $820K | Buy |
87,208
+7,525
| +9% | +$70.7K | ﹤0.01% | 2629 |
|
2023
Q3 | $657K | Buy |
79,683
+13,659
| +21% | +$113K | ﹤0.01% | 2702 |
|
2023
Q2 | $724K | Sell |
66,024
-5,226
| -7% | -$57.3K | ﹤0.01% | 2664 |
|
2023
Q1 | $704K | Sell |
71,250
-1,640
| -2% | -$16.2K | ﹤0.01% | 2678 |
|
2022
Q4 | $464K | Buy |
72,890
+14,392
| +25% | +$91.5K | ﹤0.01% | 2939 |
|
2022
Q3 | $432K | Buy |
58,498
+17,380
| +42% | +$128K | ﹤0.01% | 2941 |
|
2022
Q2 | $368K | Buy |
41,118
+3,906
| +10% | +$35K | ﹤0.01% | 3082 |
|
2022
Q1 | $557K | Buy |
37,212
+25,110
| +207% | +$376K | ﹤0.01% | 2996 |
|
2021
Q4 | $226K | Buy |
12,102
+2,077
| +21% | +$38.8K | ﹤0.01% | 3596 |
|
2021
Q3 | $166K | Sell |
10,025
-1,525
| -13% | -$25.3K | ﹤0.01% | 3683 |
|
2021
Q2 | $199K | Sell |
11,550
-500
| -4% | -$8.62K | ﹤0.01% | 3657 |
|
2021
Q1 | $178K | Buy |
12,050
+1,494
| +14% | +$22.1K | ﹤0.01% | 3602 |
|
2020
Q4 | $147K | Sell |
10,556
-163,491
| -94% | -$2.28M | ﹤0.01% | 3448 |
|
2020
Q3 | $1.8M | Sell |
174,047
-76,200
| -30% | -$788K | ﹤0.01% | 1817 |
|
2020
Q2 | $3.19M | Buy |
250,247
+112,999
| +82% | +$1.44M | ﹤0.01% | 1450 |
|
2020
Q1 | $1.11M | Hold |
137,248
| – | – | ﹤0.01% | 1914 |
|
2019
Q4 | $1.97M | Sell |
137,248
-1,748
| -1% | -$25.1K | ﹤0.01% | 1833 |
|
2019
Q3 | $2.09M | Sell |
138,996
-6,672
| -5% | -$100K | ﹤0.01% | 1750 |
|
2019
Q2 | $2.23M | Buy |
+145,668
| New | +$2.23M | ﹤0.01% | 1731 |
|
2019
Q1 | – | Sell |
-18,594
| Closed | -$337K | – | 3572 |
|
2018
Q4 | $337K | Sell |
18,594
-44,786
| -71% | -$812K | ﹤0.01% | 2787 |
|
2018
Q3 | $1.47M | Buy |
63,380
+43,293
| +216% | +$1M | ﹤0.01% | 2004 |
|
2018
Q2 | $546K | Buy |
+20,087
| New | +$546K | ﹤0.01% | 2616 |
|