Archford Capital Strategies’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $364K | Sell |
1,161
-145
| -11% | -$45.5K | 0.05% | 247 |
|
2025
Q1 | $259K | Sell |
1,306
-2,759
| -68% | -$547K | 0.04% | 265 |
|
2024
Q4 | $733K | Buy |
4,065
+535
| +15% | +$96.5K | 0.11% | 154 |
|
2024
Q3 | $694K | Sell |
3,530
-35
| -1% | -$6.89K | 0.1% | 155 |
|
2024
Q2 | $685K | Sell |
3,565
-366
| -9% | -$70.3K | 0.11% | 153 |
|
2024
Q1 | $757K | Sell |
3,931
-5
| -0.1% | -$963 | 0.13% | 145 |
|
2023
Q4 | $872K | Sell |
3,936
-125
| -3% | -$27.7K | 0.16% | 136 |
|
2023
Q3 | $632K | Sell |
4,061
-6
| -0.1% | -$934 | 0.13% | 167 |
|
2023
Q2 | $603K | Sell |
4,067
-55
| -1% | -$8.16K | 0.11% | 192 |
|
2023
Q1 | $418K | Buy |
4,122
+351
| +9% | +$35.6K | 0.09% | 213 |
|
2022
Q4 | $422K | Sell |
3,771
-391
| -9% | -$43.8K | 0.1% | 214 |
|
2022
Q3 | $684K | Sell |
4,162
-50
| -1% | -$8.22K | 0.18% | 136 |
|
2022
Q2 | $630K | Buy |
4,212
+66
| +2% | +$9.87K | 0.16% | 159 |
|
2022
Q1 | $989K | Buy |
4,146
+197
| +5% | +$47K | 0.22% | 109 |
|
2021
Q4 | $1.27M | Buy |
3,949
+133
| +3% | +$42.7K | 0.29% | 90 |
|
2021
Q3 | $1M | Buy |
3,816
+43
| +1% | +$11.3K | 0.24% | 107 |
|
2021
Q2 | $815K | Buy |
3,773
+225
| +6% | +$48.6K | 0.2% | 129 |
|
2021
Q1 | $695K | Buy |
3,548
+203
| +6% | +$39.8K | 0.18% | 136 |
|
2020
Q4 | $660K | Buy |
3,345
+467
| +16% | +$92.1K | 0.15% | 168 |
|
2020
Q3 | $405K | Buy |
2,878
+354
| +14% | +$49.8K | 0.11% | 187 |
|
2020
Q2 | $276K | Buy |
+2,524
| New | +$276K | 0.08% | 213 |
|