Washington Trust Advisors’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 | $6.26K | Hold |
702
| – | – | ﹤0.01% | 543 |
|
|
2025
Q1 | $6.04K | Hold |
702
| – | – | ﹤0.01% | 532 |
|
|
2024
Q4 | $5.27K | Hold |
702
| – | – | ﹤0.01% | 561 |
|
|
2024
Q3 | $4.46K | Hold |
702
| – | – | ﹤0.01% | 590 |
|
|
2024
Q2 | $5.89K | Hold |
702
| – | – | ﹤0.01% | 532 |
|
|
2024
Q1 | $9.37K | Buy |
702
+133
| +23% | +$1.77K | ﹤0.01% | 488 |
|
|
2023
Q4 | $6.43K | Hold |
569
| – | – | ﹤0.01% | 542 |
|
|
2023
Q3 | $6.23K | Hold |
569
| – | – | ﹤0.01% | 523 |
|
|
2023
Q2 | $6.87K | Buy |
569
+85
| +18% | +$1.03K | ﹤0.01% | 504 |
|
|
2023
Q1 | $4.54K | Hold |
484
| – | – | ﹤0.01% | 622 |
|
|
2022
Q4 | $3.75K | Hold |
484
| – | – | ﹤0.01% | 646 |
|
|
2022
Q3 | $4K | Buy |
484
+69
| +17% | +$570 | ﹤0.01% | 755 |
|
|
2022
Q2 | $5K | Hold |
415
| – | – | ﹤0.01% | 748 |
|
|
2022
Q1 | $6K | Buy |
+415
| New | +$6K | ﹤0.01% | 789 |
|