UBS Group’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
1,130,657
+325,243
| +40% | +$2.9M | ﹤0.01% | 2412 |
|
|
2025
Q1 | $6.93M | Buy |
805,414
+378,441
| +89% | +$3.26M | ﹤0.01% | 2698 |
|
|
2024
Q4 | $3.21M | Buy |
426,973
+195,114
| +84% | +$1.47M | ﹤0.01% | 3335 |
|
|
2024
Q3 | $1.47M | Buy |
231,859
+168,528
| +266% | +$1.07M | ﹤0.01% | 3271 |
|
|
2024
Q2 | $531K | Sell |
63,331
-86,929
| -58% | -$729K | ﹤0.01% | 3881 |
|
|
2024
Q1 | $2M | Sell |
150,260
-37,594
| -20% | -$502K | ﹤0.01% | 2990 |
|
|
2023
Q4 | $2.12M | Buy |
187,854
+118,890
| +172% | +$1.34M | ﹤0.01% | 2798 |
|
|
2023
Q3 | $754K | Sell |
68,964
-12,130
| -15% | -$133K | ﹤0.01% | 3317 |
|
|
2023
Q2 | $980K | Buy |
81,094
+50,143
| +162% | +$606K | ﹤0.01% | 3328 |
|
|
2023
Q1 | $290K | Buy |
30,951
+17,795
| +135% | +$167K | ﹤0.01% | 4087 |
|
|
2022
Q4 | $102K | Buy |
13,156
+8,883
| +208% | +$68.8K | ﹤0.01% | 4960 |
|
|
2022
Q3 | $37K | Buy |
+4,273
| New | +$37K | ﹤0.01% | 5554 |
|
|
2022
Q2 | – | Sell |
-750
| Closed | -$11K | – | 9515 |
|
|
2022
Q1 | $11K | Buy |
750
+60
| +9% | +$880 | ﹤0.01% | 7247 |
|
|
2021
Q4 | $11K | Sell |
690
-25,788
| -97% | -$411K | ﹤0.01% | 7551 |
|
|
2021
Q3 | $699K | Buy |
+26,478
| New | +$699K | ﹤0.01% | 3512 |
|