Stifel Financial’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 | $241K | Buy |
23,771
+4,126
| +21% | +$41.8K | ﹤0.01% | 3167 |
|
|
2025
Q1 | $196K | Sell |
19,645
-3,440
| -15% | -$34.4K | ﹤0.01% | 3194 |
|
|
2024
Q4 | $243K | Sell |
23,085
-6,341
| -22% | -$66.6K | ﹤0.01% | 3068 |
|
|
2024
Q3 | $304K | Sell |
29,426
-75,323
| -72% | -$777K | ﹤0.01% | 2955 |
|
|
2024
Q2 | $1.34M | Sell |
104,749
-166,200
| -61% | -$2.12M | ﹤0.01% | 1983 |
|
|
2024
Q1 | $4.34M | Buy |
270,949
+63,312
| +30% | +$1.01M | ﹤0.01% | 1228 |
|
|
2023
Q4 | $3.84M | Sell |
207,637
-17,399
| -8% | -$322K | ﹤0.01% | 1253 |
|
|
2023
Q3 | $3.69M | Buy |
225,036
+1,143
| +0.5% | +$18.7K | 0.01% | 1204 |
|
|
2023
Q2 | $5.68M | Buy |
223,893
+39,747
| +22% | +$1.01M | 0.01% | 966 |
|
|
2023
Q1 | $4.55M | Buy |
184,146
+72,332
| +65% | +$1.79M | 0.01% | 1080 |
|
|
2022
Q4 | $3.37M | Sell |
111,814
-39,548
| -26% | -$1.19M | 0.01% | 1200 |
|
|
2022
Q3 | $6.31M | Buy |
151,362
+64,798
| +75% | +$2.7M | 0.01% | 832 |
|
|
2022
Q2 | $2.88M | Buy |
86,564
+1,211
| +1% | +$40.2K | ﹤0.01% | 1259 |
|
|
2022
Q1 | $5.1M | Sell |
85,353
-145
| -0.2% | -$8.66K | 0.01% | 1049 |
|
|
2021
Q4 | $5.49M | Sell |
85,498
-7,488
| -8% | -$481K | 0.01% | 1028 |
|
|
2021
Q3 | $5.69M | Buy |
92,986
+22,075
| +31% | +$1.35M | 0.01% | 948 |
|
|
2021
Q2 | $3.7M | Sell |
70,911
-3,159
| -4% | -$165K | 0.01% | 1186 |
|
|
2021
Q1 | $3.62M | Buy |
74,070
+29,876
| +68% | +$1.46M | 0.01% | 1142 |
|
|
2020
Q4 | $2.13M | Sell |
44,194
-40,439
| -48% | -$1.95M | ﹤0.01% | 1347 |
|
|
2020
Q3 | $3.64M | Buy |
+84,633
| New | +$3.64M | 0.01% | 918 |
|