Taylor Frigon Capital Management’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-362,614
| Closed | -$3.6M | – | 93 |
|
|
2024
Q2 | $3.6M | Sell |
362,614
-348
| -0.1% | -$3.46K | 1.71% | 18 |
|
|
2024
Q1 | $3.31M | Buy |
362,962
+72,023
| +25% | +$657K | 1.58% | 26 |
|
|
2023
Q4 | $2.73M | Sell |
290,939
-1,568
| -0.5% | -$14.7K | 1.37% | 29 |
|
|
2023
Q3 | $2.41M | Sell |
292,507
-184
| -0.1% | -$1.52K | 1.34% | 30 |
|
|
2023
Q2 | $3.21M | Buy |
292,691
+3,060
| +1% | +$33.6K | 1.57% | 22 |
|
|
2023
Q1 | $2.86M | Sell |
289,631
-6,334
| -2% | -$62.6K | 1.56% | 20 |
|
|
2022
Q4 | $1.88M | Sell |
295,965
-16,653
| -5% | -$106K | 1.07% | 34 |
|
|
2022
Q3 | $2.31M | Buy |
312,618
+3,816
| +1% | +$28.2K | 1.2% | 31 |
|
|
2022
Q2 | $2.76M | Sell |
308,802
-15,644
| -5% | -$140K | 1.44% | 23 |
|
|
2022
Q1 | $4.86M | Buy |
324,446
+850
| +0.3% | +$12.7K | 1.8% | 20 |
|
|
2021
Q4 | $6.05M | Sell |
323,596
-41,041
| -11% | -$767K | 1.89% | 16 |
|
|
2021
Q3 | $6.05M | Sell |
364,637
-39
| -0% | -$647 | 1.95% | 17 |
|
|
2021
Q2 | $6.29M | Sell |
364,676
-23,188
| -6% | -$400K | 1.97% | 11 |
|
|
2021
Q1 | $5.74M | Buy |
387,864
+2,894
| +0.8% | +$42.8K | 1.77% | 24 |
|
|
2020
Q4 | $5.36M | Buy |
384,970
+8,175
| +2% | +$114K | 1.76% | 20 |
|
|
2020
Q3 | $3.9M | Buy |
376,795
+88,237
| +31% | +$912K | 1.72% | 19 |
|
|
2020
Q2 | $3.68M | Buy |
288,558
+116,558
| +68% | +$1.49M | 1.83% | 14 |
|
|
2020
Q1 | $1.39M | Buy |
172,000
+31,967
| +23% | +$257K | 1.09% | 41 |
|
|
2019
Q4 | $2.01M | Sell |
140,033
-825
| -0.6% | -$11.8K | 1.38% | 29 |
|
|
2019
Q3 | $2.12M | Buy |
140,858
+40,764
| +41% | +$614K | 1.53% | 18 |
|
|
2019
Q2 | $1.53M | Buy |
100,094
+12,656
| +14% | +$194K | 1.06% | 41 |
|
|
2019
Q1 | $1.75M | Sell |
87,438
-1,872
| -2% | -$37.5K | 1.36% | 29 |
|
|
2018
Q4 | $1.62M | Buy |
+89,310
| New | +$1.62M | 1.43% | 24 |
|