Raymond James Financial Services Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $4.19M | Sell |
60,014
-6,590
| -10% | -$460K | 0.01% | 1321 |
|
2024
Q2 | $3.94M | Buy |
66,604
+3,994
| +6% | +$236K | 0.01% | 1284 |
|
2024
Q1 | $4.09M | Buy |
62,610
+488
| +0.8% | +$31.9K | 0.01% | 1247 |
|
2023
Q4 | $4.47M | Sell |
62,122
-842
| -1% | -$60.5K | 0.01% | 1140 |
|
2023
Q3 | $4.4M | Buy |
62,964
+2,573
| +4% | +$180K | 0.01% | 1076 |
|
2023
Q2 | $4.1M | Buy |
60,391
+23,853
| +65% | +$1.62M | 0.01% | 1129 |
|
2023
Q1 | $2.7M | Sell |
36,538
-646
| -2% | -$47.7K | 0.01% | 1312 |
|
2022
Q4 | $2.52M | Sell |
37,184
-8,767
| -19% | -$594K | 0.01% | 1318 |
|
2022
Q3 | $3.38M | Buy |
45,951
+4,618
| +11% | +$340K | 0.01% | 1131 |
|
2022
Q2 | $4.46M | Buy |
41,333
+603
| +1% | +$65.1K | 0.01% | 979 |
|
2022
Q1 | $4.78M | Sell |
40,730
-4,641
| -10% | -$544K | 0.01% | 1023 |
|
2021
Q4 | $8.34M | Sell |
45,371
-2,251
| -5% | -$414K | 0.02% | 762 |
|
2021
Q3 | $12.5M | Sell |
47,622
-1,113
| -2% | -$291K | 0.03% | 584 |
|
2021
Q2 | $18.9M | Sell |
48,735
-6,250
| -11% | -$2.42M | 0.04% | 453 |
|
2021
Q1 | $17.7M | Buy |
54,985
+7,180
| +15% | +$2.31M | 0.04% | 433 |
|
2020
Q4 | $16.1M | Sell |
47,805
-9,097
| -16% | -$3.07M | 0.04% | 425 |
|
2020
Q3 | $26.8M | Sell |
56,902
-20,436
| -26% | -$9.61M | 0.08% | 252 |
|
2020
Q2 | $19.6M | Sell |
77,338
-37,600
| -33% | -$9.53M | 0.06% | 304 |
|
2020
Q1 | $16.8M | Buy |
114,938
+77,558
| +207% | +$11.3M | 0.07% | 242 |
|
2019
Q4 | $2.54M | Buy |
37,380
+5,895
| +19% | +$401K | 0.01% | 1056 |
|
2019
Q3 | $2.4M | Buy |
31,485
+19,781
| +169% | +$1.51M | 0.01% | 1015 |
|
2019
Q2 | $1.04M | Buy |
+11,704
| New | +$1.04M | ﹤0.01% | 1480 |
|