SEI Investments’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 | $3.17M | Buy |
356,015
+202,414
| +132% | +$1.8M | ﹤0.01% | 1461 |
|
|
2025
Q1 | $1.32M | Buy |
153,601
+142,578
| +1,293% | +$1.23M | ﹤0.01% | 1793 |
|
|
2024
Q4 | $82.8K | Buy |
+11,023
| New | +$82.8K | ﹤0.01% | 2609 |
|
|
2024
Q2 | – | Sell |
-83,698
| Closed | -$1.12M | – | 2697 |
|
|
2024
Q1 | $1.12M | Buy |
83,698
+23,730
| +40% | +$317K | ﹤0.01% | 1840 |
|
|
2023
Q4 | $678K | Buy |
+59,968
| New | +$678K | ﹤0.01% | 1993 |
|
|
2023
Q3 | – | Sell |
-40,475
| Closed | -$489K | – | 2660 |
|
|
2023
Q2 | $489K | Buy |
+40,475
| New | +$489K | ﹤0.01% | 2135 |
|
|
2023
Q1 | – | Sell |
-173,638
| Closed | -$1.34M | – | 2717 |
|
|
2022
Q4 | $1.34M | Sell |
173,638
-91,949
| -35% | -$712K | ﹤0.01% | 1658 |
|
|
2022
Q3 | $2.28M | Buy |
265,587
+27,706
| +12% | +$238K | 0.01% | 1484 |
|
|
2022
Q2 | $2.61M | Buy |
+237,881
| New | +$2.61M | 0.01% | 1422 |
|
|
2021
Q4 | – | Sell |
-8,916
| Closed | -$235K | – | 2633 |
|
|
2021
Q3 | $235K | Buy |
+8,916
| New | +$235K | ﹤0.01% | 2400 |
|