A detailed history of Steward Partners Investment Advisory, LLC transactions in Zoom Info Technologies Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,557 shares of ZI stock, worth $27,180. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,557
Previous 2,057 24.31%
Holding current value
$27,180
Previous $26,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$8.01 - $12.68 $4,005 - $6,340
500 Added 24.31%
2,557 $26,000
Q2 2024

Aug 08, 2024

BUY
$11.78 - $16.62 $3,946 - $5,567
335 Added 19.45%
2,057 $26,000
Q1 2024

May 15, 2024

BUY
$15.11 - $18.32 $3,958 - $4,799
262 Added 17.95%
1,722 $27,000
Q3 2023

Nov 13, 2023

BUY
$15.73 - $28.95 $13,370 - $24,607
850 Added 139.34%
1,460 $23,000
Q4 2022

Feb 15, 2023

SELL
$26.17 - $48.62 $26,091 - $48,474
-997 Reduced 62.04%
610 $18,000
Q2 2022

Aug 04, 2022

SELL
$31.05 - $60.75 $1,552 - $3,037
-50 Reduced 3.02%
1,607 $53,000
Q1 2022

May 02, 2022

SELL
$45.99 - $61.46 $132,359 - $176,881
-2,878 Reduced 63.46%
1,657 $99,000
Q4 2021

Feb 08, 2022

SELL
$56.91 - $77.35 $12,064 - $16,398
-212 Reduced 4.47%
4,535 $291,000
Q3 2021

Nov 12, 2021

SELL
$49.75 - $68.52 $7,263 - $10,003
-146 Reduced 2.98%
4,747 $290,000
Q2 2021

Aug 13, 2021

BUY
$39.71 - $53.85 $17,591 - $23,855
443 Added 9.96%
4,893 $255,000
Q1 2021

May 14, 2021

BUY
$42.43 - $58.08 $42,430 - $58,080
1,000 Added 28.99%
4,450 $217,000
Q4 2020

Feb 11, 2021

BUY
$36.95 - $51.25 $5,542 - $7,687
150 Added 4.55%
3,450 $166,000
Q3 2020

Oct 30, 2020

BUY
$31.11 - $48.4 $102,663 - $159,720
3,300 New
3,300 $142,000

Others Institutions Holding ZI

About ZoomInfo Technologies Inc.


  • Ticker ZI
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 403,441,984
  • Market Cap $4.29B
  • Description
  • ZoomInfo Technologies Inc., through its subsidiaries, provides go-to-market intelligence and engagement platform for sales and marketing teams in the United States and internationally. The company's cloud-based platform provides information on organizations and professionals to help users identify target customers and decision makers, obtain con...
More about ZI
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.