Steward Partners Investment Advisory’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Sell |
1,056
-1
| -0.1% | -$10 | ﹤0.01% | 3185 |
|
|
2025
Q1 | $10.6K | Sell |
1,057
-65
| -6% | -$650 | ﹤0.01% | 3071 |
|
|
2024
Q4 | $11.8K | Sell |
1,122
-1,435
| -56% | -$15.1K | ﹤0.01% | 3033 |
|
|
2024
Q3 | $26.4K | Buy |
2,557
+500
| +24% | +$5.16K | ﹤0.01% | 2539 |
|
|
2024
Q2 | $26.3K | Buy |
2,057
+335
| +19% | +$4.28K | ﹤0.01% | 2404 |
|
|
2024
Q1 | $27.6K | Buy |
1,722
+262
| +18% | +$4.2K | ﹤0.01% | 2373 |
|
|
2023
Q4 | $27K | Hold |
1,460
| – | – | ﹤0.01% | 2258 |
|
|
2023
Q3 | $23.9K | Buy |
1,460
+850
| +139% | +$13.9K | ﹤0.01% | 2222 |
|
|
2023
Q2 | $15.5K | Hold |
610
| – | – | ﹤0.01% | 2408 |
|
|
2023
Q1 | $15.1K | Hold |
610
| – | – | ﹤0.01% | 2371 |
|
|
2022
Q4 | $18.4K | Sell |
610
-997
| -62% | -$30K | ﹤0.01% | 2274 |
|
|
2022
Q3 | $67K | Hold |
1,607
| – | – | ﹤0.01% | 1659 |
|
|
2022
Q2 | $53K | Sell |
1,607
-50
| -3% | -$1.65K | ﹤0.01% | 1784 |
|
|
2022
Q1 | $99K | Sell |
1,657
-2,878
| -63% | -$172K | ﹤0.01% | 1616 |
|
|
2021
Q4 | $291K | Sell |
4,535
-212
| -4% | -$13.6K | ﹤0.01% | 1153 |
|
|
2021
Q3 | $290K | Sell |
4,747
-146
| -3% | -$8.92K | 0.01% | 1115 |
|
|
2021
Q2 | $255K | Buy |
4,893
+443
| +10% | +$23.1K | ﹤0.01% | 1366 |
|
|
2021
Q1 | $218K | Buy |
4,450
+1,000
| +29% | +$48.9K | ﹤0.01% | 1258 |
|
|
2020
Q4 | $166K | Buy |
3,450
+150
| +5% | +$7.22K | ﹤0.01% | 1147 |
|
|
2020
Q3 | $142K | Buy |
+3,300
| New | +$142K | ﹤0.01% | 1074 |
|