Zurich Cantonal Bank’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-43,474
| Closed | -$431K | – | 2703 |
|
|
2024
Q4 | $431K | Buy |
43,474
+15,508
| +55% | +$154K | ﹤0.01% | 1713 |
|
|
2024
Q3 | $241K | Hold |
27,966
| – | – | ﹤0.01% | 2010 |
|
|
2024
Q2 | $278K | Sell |
27,966
-27,966
| -50% | -$278K | ﹤0.01% | 1878 |
|
|
2024
Q1 | $510K | Buy |
55,932
+27,966
| +100% | +$255K | ﹤0.01% | 1452 |
|
|
2023
Q4 | $263K | Buy |
27,966
+1,239
| +5% | +$11.6K | ﹤0.01% | 1920 |
|
|
2023
Q3 | $220K | Buy |
26,727
+5,420
| +25% | +$44.7K | ﹤0.01% | 1920 |
|
|
2023
Q2 | $234K | Buy |
21,307
+3,890
| +22% | +$42.7K | ﹤0.01% | 1825 |
|
|
2023
Q1 | $172K | Hold |
17,417
| – | – | ﹤0.01% | 1972 |
|
|
2022
Q4 | $111K | Sell |
17,417
-3,093
| -15% | -$19.7K | ﹤0.01% | 2204 |
|
|
2022
Q3 | $151K | Buy |
20,510
+8,171
| +66% | +$60.2K | ﹤0.01% | 1937 |
|
|
2022
Q2 | $110K | Sell |
12,339
-4,329
| -26% | -$38.6K | ﹤0.01% | 2166 |
|
|
2022
Q1 | $250K | Buy |
16,668
+4,041
| +32% | +$60.6K | ﹤0.01% | 1753 |
|
|
2021
Q4 | $236K | Hold |
12,627
| – | – | ﹤0.01% | 1956 |
|
|
2021
Q3 | $209K | Hold |
12,627
| – | – | ﹤0.01% | 1896 |
|
|
2021
Q2 | $218K | Hold |
12,627
| – | – | ﹤0.01% | 1746 |
|
|
2021
Q1 | $187K | Hold |
12,627
| – | – | ﹤0.01% | 1820 |
|
|
2020
Q4 | $176K | Hold |
12,627
| – | – | ﹤0.01% | 1933 |
|
|
2020
Q3 | $131K | Hold |
12,627
| – | – | ﹤0.01% | 1854 |
|
|
2020
Q2 | $161K | Buy |
12,627
+2,690
| +27% | +$34.3K | ﹤0.01% | 1662 |
|
|
2020
Q1 | $80K | Buy |
9,937
+2,823
| +40% | +$22.7K | ﹤0.01% | 1729 |
|
|
2019
Q4 | $102K | Buy |
7,114
+2,877
| +68% | +$41.3K | ﹤0.01% | 1709 |
|
|
2019
Q3 | $64K | Buy |
4,237
+1,044
| +33% | +$15.8K | ﹤0.01% | 1865 |
|
|
2019
Q2 | $49K | Buy |
+3,193
| New | +$49K | ﹤0.01% | 2075 |
|