Steward Partners Investment Advisory’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.5K | Hold |
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|
2025
Q2 | $10.7K | Sell |
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|
2025
Q1 | $10.6K | Sell |
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|
2024
Q4 | $11.8K | Sell |
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|
2024
Q3 | $26.4K | Buy |
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|
2024
Q2 | $26.3K | Buy |
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|
2024
Q1 | $27.6K | Buy |
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|
2023
Q4 | $27K | Hold |
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|
2023
Q3 | $23.9K | Buy |
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|
2023
Q2 | $15.5K | Hold |
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|
2023
Q1 | $15.1K | Hold |
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|
2022
Q4 | $18.4K | Sell |
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $99K | Sell |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $290K | Sell |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | $218K | Buy |
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|
2020
Q4 | $166K | Buy |
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|
2020
Q3 | $142K | Buy |
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