U.S. Global Investors (USGI)’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
14,048
+3,947
| +39% | +$70.1K | 0.03% | 104 |
|
|
2025
Q1 | $200K | Buy |
10,101
+3,229
| +47% | +$64.1K | 0.03% | 108 |
|
|
2024
Q4 | $134K | Sell |
6,872
-2,130
| -24% | -$41.6K | 0.01% | 116 |
|
|
2024
Q3 | $223K | Buy |
9,002
+15
| +0.2% | +$372 | 0.02% | 109 |
|
|
2024
Q2 | $205K | Buy |
8,987
+172
| +2% | +$3.92K | 0.02% | 108 |
|
|
2024
Q1 | $185K | Buy |
8,815
+2,179
| +33% | +$45.6K | 0.02% | 111 |
|
|
2023
Q4 | $141K | Buy |
6,636
+2,231
| +51% | +$47.5K | 0.01% | 111 |
|
|
2023
Q3 | $106K | Sell |
4,405
-8,377
| -66% | -$202K | 0.01% | 104 |
|
|
2023
Q2 | $321K | Buy |
12,782
+8,361
| +189% | +$210K | 0.02% | 87 |
|
|
2023
Q1 | $127K | Sell |
4,421
-6,647
| -60% | -$191K | 0.01% | 105 |
|
|
2022
Q4 | $297K | Buy |
11,068
+4,930
| +80% | +$132K | 0.02% | 91 |
|
|
2022
Q3 | $147K | Sell |
6,138
-3,857
| -39% | -$92.4K | 0.01% | 101 |
|
|
2022
Q2 | $274K | Sell |
9,995
-1,383
| -12% | -$37.9K | 0.01% | 96 |
|
|
2022
Q1 | $284K | Buy |
+11,378
| New | +$284K | 0.01% | 106 |
|