Stifel Financial’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-78,711
| Closed | -$1.05M | – | 3422 |
|
2024
Q1 | $1.05M | Sell |
78,711
-23,845
| -23% | -$318K | ﹤0.01% | 2152 |
|
2023
Q4 | $1.16M | Sell |
102,556
-2,642
| -3% | -$29.9K | ﹤0.01% | 2047 |
|
2023
Q3 | $1.15M | Sell |
105,198
-4,906
| -4% | -$53.7K | ﹤0.01% | 1958 |
|
2023
Q2 | $1.33M | Buy |
110,104
+3,928
| +4% | +$47.5K | ﹤0.01% | 1898 |
|
2023
Q1 | $996K | Buy |
106,176
+2,342
| +2% | +$22K | ﹤0.01% | 2064 |
|
2022
Q4 | $804K | Sell |
103,834
-6,076
| -6% | -$47K | ﹤0.01% | 2165 |
|
2022
Q3 | $942K | Buy |
109,910
+18,810
| +21% | +$161K | ﹤0.01% | 2005 |
|
2022
Q2 | $1M | Sell |
91,100
-5,388
| -6% | -$59.2K | ﹤0.01% | 1995 |
|
2022
Q1 | $1.37M | Buy |
96,488
+37,816
| +64% | +$535K | ﹤0.01% | 1897 |
|
2021
Q4 | $943K | Buy |
+58,672
| New | +$943K | ﹤0.01% | 2174 |
|