Shell Asset Management’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 | $47K | Sell |
5,227
-574
| -10% | -$5.16K | ﹤0.01% | 1156 |
|
|
2025
Q1 | $50K | Sell |
5,801
-251
| -4% | -$2.16K | ﹤0.01% | 1147 |
|
|
2024
Q4 | $45K | Hold |
6,052
| – | – | ﹤0.01% | 1192 |
|
|
2024
Q3 | $38K | Buy |
+6,052
| New | +$38K | ﹤0.01% | 1200 |
|
|
2024
Q1 | $54K | Sell |
6,415
-656
| -9% | -$5.52K | ﹤0.01% | 1146 |
|
|
2023
Q4 | $80K | Sell |
7,071
-2,120
| -23% | -$24K | ﹤0.01% | 1111 |
|
|
2023
Q3 | $101K | Sell |
9,191
-144
| -2% | -$1.58K | ﹤0.01% | 1085 |
|
|
2023
Q2 | $113K | Buy |
+9,335
| New | +$113K | ﹤0.01% | 1093 |
|