Stifel Financial’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.54M | Sell |
19,791
-1,319
| -6% | -$103K | ﹤0.01% | 2023 |
|
2025
Q1 | $1.56M | Buy |
21,110
+7,200
| +52% | +$531K | ﹤0.01% | 1941 |
|
2024
Q4 | $1.14M | Buy |
13,910
+450
| +3% | +$36.7K | ﹤0.01% | 2174 |
|
2024
Q3 | $939K | Sell |
13,460
-1,602
| -11% | -$112K | ﹤0.01% | 2268 |
|
2024
Q2 | $892K | Sell |
15,062
-5,461
| -27% | -$323K | ﹤0.01% | 2241 |
|
2024
Q1 | $1.34M | Sell |
20,523
-6,333
| -24% | -$414K | ﹤0.01% | 2008 |
|
2023
Q4 | $1.93M | Buy |
26,856
+776
| +3% | +$55.8K | ﹤0.01% | 1690 |
|
2023
Q3 | $1.82M | Buy |
26,080
+1,340
| +5% | +$93.7K | ﹤0.01% | 1656 |
|
2023
Q2 | $1.68M | Buy |
24,740
+770
| +3% | +$52.3K | ﹤0.01% | 1747 |
|
2023
Q1 | $1.77M | Sell |
23,970
-3,186
| -12% | -$235K | ﹤0.01% | 1653 |
|
2022
Q4 | $1.84M | Sell |
27,156
-8,170
| -23% | -$553K | ﹤0.01% | 1581 |
|
2022
Q3 | $2.6M | Buy |
35,326
+2,472
| +8% | +$182K | ﹤0.01% | 1286 |
|
2022
Q2 | $3.55M | Sell |
32,854
-25,870
| -44% | -$2.79M | 0.01% | 1148 |
|
2022
Q1 | $6.88M | Buy |
58,724
+22,430
| +62% | +$2.63M | 0.01% | 892 |
|
2021
Q4 | $6.67M | Sell |
36,294
-7,965
| -18% | -$1.46M | 0.01% | 913 |
|
2021
Q3 | $11.6M | Buy |
44,259
+5,823
| +15% | +$1.52M | 0.02% | 668 |
|
2021
Q2 | $14.9M | Buy |
38,436
+982
| +3% | +$380K | 0.02% | 560 |
|
2021
Q1 | $12M | Buy |
37,454
+11,224
| +43% | +$3.61M | 0.02% | 600 |
|
2020
Q4 | $8.85M | Sell |
26,230
-11,423
| -30% | -$3.85M | 0.02% | 632 |
|
2020
Q3 | $17.7M | Sell |
37,653
-3,310
| -8% | -$1.56M | 0.04% | 380 |
|
2020
Q2 | $10.4M | Buy |
40,963
+7,127
| +21% | +$1.81M | 0.02% | 495 |
|
2020
Q1 | $4.94M | Buy |
33,836
+17,275
| +104% | +$2.52M | 0.01% | 673 |
|
2019
Q4 | $1.13M | Buy |
16,561
+11,884
| +254% | +$811K | ﹤0.01% | 1732 |
|
2019
Q3 | $361K | Buy |
+4,677
| New | +$361K | ﹤0.01% | 2340 |
|