SEI Investments’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-294,845
| Closed | -$2.54M | – | 2812 |
|
|
2024
Q3 | $2.54M | Buy |
294,845
+198,035
| +205% | +$1.71M | ﹤0.01% | 1572 |
|
|
2024
Q2 | $961K | Sell |
96,810
-147,011
| -60% | -$1.46M | ﹤0.01% | 1919 |
|
|
2024
Q1 | $2.22M | Sell |
243,821
-110,502
| -31% | -$1.01M | ﹤0.01% | 1590 |
|
|
2023
Q4 | $3.33M | Sell |
354,323
-11,956
| -3% | -$112K | 0.01% | 1368 |
|
|
2023
Q3 | $3.02M | Buy |
366,279
+74,332
| +25% | +$612K | 0.01% | 1400 |
|
|
2023
Q2 | $3.2M | Buy |
291,947
+22,066
| +8% | +$242K | 0.01% | 1419 |
|
|
2023
Q1 | $2.67M | Sell |
269,881
-27,270
| -9% | -$269K | 0.01% | 1499 |
|
|
2022
Q4 | $1.89M | Buy |
297,151
+99,418
| +50% | +$632K | ﹤0.01% | 1524 |
|
|
2022
Q3 | $1.46M | Buy |
197,733
+98,351
| +99% | +$726K | ﹤0.01% | 1670 |
|
|
2022
Q2 | $889K | Buy |
99,382
+21,705
| +28% | +$194K | ﹤0.01% | 1882 |
|
|
2022
Q1 | $1.16M | Buy |
77,677
+12,022
| +18% | +$180K | ﹤0.01% | 1765 |
|
|
2021
Q4 | $1.23M | Buy |
65,655
+871
| +1% | +$16.3K | ﹤0.01% | 1767 |
|
|
2021
Q3 | $1.08M | Sell |
64,784
-1,091
| -2% | -$18.1K | ﹤0.01% | 1757 |
|
|
2021
Q2 | $1.14M | Sell |
65,875
-929
| -1% | -$16K | ﹤0.01% | 1763 |
|
|
2021
Q1 | $989K | Sell |
66,804
-1,412
| -2% | -$20.9K | ﹤0.01% | 1757 |
|
|
2020
Q4 | $950K | Sell |
68,216
-2,506
| -4% | -$34.9K | ﹤0.01% | 1709 |
|
|
2020
Q3 | $731K | Sell |
70,722
-2,188
| -3% | -$22.6K | ﹤0.01% | 1745 |
|
|
2020
Q2 | $930K | Buy |
72,910
+4,525
| +7% | +$57.7K | ﹤0.01% | 1586 |
|
|
2020
Q1 | $550K | Buy |
68,385
+9,046
| +15% | +$72.8K | ﹤0.01% | 1710 |
|
|
2019
Q4 | $850K | Buy |
59,339
+12,079
| +26% | +$173K | ﹤0.01% | 1700 |
|
|
2019
Q3 | $711K | Buy |
47,260
+647
| +1% | +$9.73K | ﹤0.01% | 1726 |
|
|
2019
Q2 | $714K | Buy |
46,613
+19,507
| +72% | +$299K | ﹤0.01% | 1718 |
|
|
2019
Q1 | $543K | Buy |
27,106
+26,942
| +16,428% | +$540K | ﹤0.01% | 1846 |
|
|
2018
Q4 | $4K | Hold |
164
| – | – | ﹤0.01% | 2600 |
|
|
2018
Q3 | $4K | Buy |
+164
| New | +$4K | ﹤0.01% | 2468 |
|