Roberts Wealth Advisors’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,438
| Closed | -$234K | – | 108 |
|
|
2024
Q4 | $234K | Hold |
23,438
| – | – | 0.07% | 95 |
|
|
2024
Q3 | $202K | Hold |
23,438
| – | – | 0.07% | 93 |
|
|
2024
Q2 | $205K | Hold |
23,438
| – | – | 0.07% | 89 |
|
|
2024
Q1 | $196K | Hold |
23,438
| – | – | 0.07% | 93 |
|
|
2023
Q4 | $596K | Buy |
+23,438
| New | +$596K | 0.09% | 54 |
|
|
2023
Q3 | – | Sell |
-23,438
| Closed | -$257K | – | 90 |
|
|
2023
Q2 | $257K | Sell |
23,438
-2,500
| -10% | -$27.4K | 0.11% | 79 |
|
|
2023
Q1 | $242K | Sell |
25,938
-5,000
| -16% | -$46.7K | 0.11% | 80 |
|
|
2022
Q4 | $201K | Hold |
30,938
| – | – | 0.1% | 83 |
|
|
2022
Q3 | $242K | Hold |
30,938
| – | – | 0.12% | 74 |
|
|
2022
Q2 | $309K | Hold |
30,938
| – | – | 0.13% | 79 |
|
|
2022
Q1 | $453K | Hold |
30,938
| – | – | 0.18% | 75 |
|
|
2021
Q4 | $568K | Sell |
30,938
-10,000
| -24% | -$184K | 0.2% | 76 |
|
|
2021
Q3 | $679K | Buy |
+40,938
| New | +$679K | 0.27% | 74 |
|