Allworth Financial’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
5,132
+4,130
| +412% | +$1.3M | 0.01% | 531 |
|
|
2025
Q1 | $211K | Buy |
1,002
+322
| +47% | +$67.7K | ﹤0.01% | 924 |
|
|
2024
Q4 | $131K | Buy |
680
+19
| +3% | +$3.67K | ﹤0.01% | 1134 |
|
|
2024
Q3 | $113K | Sell |
661
-6
| -0.9% | -$1.03K | ﹤0.01% | 1030 |
|
|
2024
Q2 | $126K | Buy |
667
+414
| +164% | +$78.1K | ﹤0.01% | 982 |
|
|
2024
Q1 | $48.7K | Sell |
253
-127
| -33% | -$24.5K | ﹤0.01% | 1317 |
|
|
2023
Q4 | $84.2K | Buy |
380
+242
| +175% | +$53.6K | ﹤0.01% | 1011 |
|
|
2023
Q3 | $21.5K | Sell |
138
-99
| -42% | -$15.4K | ﹤0.01% | 1473 |
|
|
2023
Q2 | $34.7K | Sell |
237
-103
| -30% | -$15.1K | ﹤0.01% | 1256 |
|
|
2023
Q1 | $39.7K | Buy |
340
+4
| +1% | +$467 | ﹤0.01% | 1157 |
|
|
2022
Q4 | $37.6K | Sell |
336
-293
| -47% | -$32.8K | ﹤0.01% | 1123 |
|
|
2022
Q3 | $103K | Buy |
629
+264
| +72% | +$43.2K | ﹤0.01% | 762 |
|
|
2022
Q2 | $55K | Buy |
365
+161
| +79% | +$24.3K | ﹤0.01% | 876 |
|
|
2022
Q1 | $49K | Buy |
204
+29
| +17% | +$6.97K | ﹤0.01% | 901 |
|
|
2021
Q4 | $56K | Buy |
175
+27
| +18% | +$8.64K | ﹤0.01% | 810 |
|
|
2021
Q3 | $39K | Buy |
148
+48
| +48% | +$12.6K | ﹤0.01% | 846 |
|
|
2021
Q2 | $22K | Hold |
100
| – | – | ﹤0.01% | 831 |
|
|
2021
Q1 | $17K | Sell |
100
-100
| -50% | -$17K | ﹤0.01% | 842 |
|
|
2020
Q4 | $40K | Hold |
200
| – | – | ﹤0.01% | 518 |
|
|
2020
Q3 | $28K | Sell |
200
-100
| -33% | -$14K | ﹤0.01% | 515 |
|
|
2020
Q2 | $33K | Buy |
+300
| New | +$33K | ﹤0.01% | 489 |
|