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