Steward Partners Investment Advisory’s Ziff Davis ZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39K | Hold |
46
| – | – | ﹤0.01% | 3812 |
|
|
2025
Q1 | $1.73K | Hold |
46
| – | – | ﹤0.01% | 3673 |
|
|
2024
Q4 | $2.5K | Sell |
46
-4
| -8% | -$217 | ﹤0.01% | 3581 |
|
|
2024
Q3 | $2.43K | Hold |
50
| – | – | ﹤0.01% | 3408 |
|
|
2024
Q2 | $2.75K | Buy |
50
+10
| +25% | +$551 | ﹤0.01% | 3220 |
|
|
2024
Q1 | $2.52K | Hold |
40
| – | – | ﹤0.01% | 3245 |
|
|
2023
Q4 | $2.69K | Hold |
40
| – | – | ﹤0.01% | 3152 |
|
|
2023
Q3 | $2.55K | Hold |
40
| – | – | ﹤0.01% | 3036 |
|
|
2023
Q2 | $2.8K | Hold |
40
| – | – | ﹤0.01% | 2963 |
|
|
2023
Q1 | $3.12K | Sell |
40
-50
| -56% | -$3.9K | ﹤0.01% | 2930 |
|
|
2022
Q4 | $7.12K | Buy |
90
+50
| +125% | +$3.96K | ﹤0.01% | 2647 |
|
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 2978 |
|
|
2022
Q2 | $3K | Sell |
40
-628
| -94% | -$47.1K | ﹤0.01% | 2957 |
|
|
2022
Q1 | $65K | Buy |
668
+615
| +1,160% | +$59.8K | ﹤0.01% | 1784 |
|
|
2021
Q4 | $6K | Sell |
53
-8
| -13% | -$906 | ﹤0.01% | 2789 |
|
|
2021
Q3 | $7K | Hold |
61
| – | – | ﹤0.01% | 2730 |
|
|
2021
Q2 | $7K | Buy |
61
+15
| +33% | +$1.72K | ﹤0.01% | 6388 |
|
|
2021
Q1 | $4.79K | Hold |
46
| – | – | ﹤0.01% | 3015 |
|
|
2020
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 2594 |
|
|
2020
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 2536 |
|
|
2020
Q2 | $3K | Sell |
46
-251
| -85% | -$16.4K | ﹤0.01% | 2429 |
|
|
2020
Q1 | $19K | Buy |
297
+157
| +112% | +$10K | ﹤0.01% | 1638 |
|
|
2019
Q4 | $11K | Hold |
140
| – | – | ﹤0.01% | 1993 |
|
|
2019
Q3 | $11K | Hold |
140
| – | – | ﹤0.01% | 1965 |
|
|
2019
Q2 | $10K | Buy |
+140
| New | +$10K | ﹤0.01% | 1999 |
|
|
2018
Q4 | – | Sell |
-70
| Closed | -$5K | – | 2211 |
|
|
2018
Q3 | $5K | Buy |
70
+24
| +52% | +$1.71K | ﹤0.01% | 2146 |
|
|
2018
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 2157 |
|
|
2018
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 1954 |
|
|
2017
Q4 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 1660 |
|