Summit Securities Group’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 | – | Sell |
-678
| Closed | -$6.78K | – | 1320 |
|
|
2025
Q1 | $6.78K | Buy |
+678
| New | +$6.78K | ﹤0.01% | 453 |
|
|
2024
Q4 | – | Sell |
-745
| Closed | -$8K | – | 810 |
|
|
2024
Q3 | $8K | Buy |
+745
| New | +$8K | ﹤0.01% | 288 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 549 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 505 |
|
|
2021
Q2 | – | Sell |
-4,140
| Closed | -$202K | – | 505 |
|
|
2021
Q1 | $202K | Buy |
+4,140
| New | +$202K | 0.02% | 236 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 354 |
|