B. Riley Wealth Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $244K | Sell |
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|
2025
Q2 | $271K | Buy |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $585K | Buy |
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|
2023
Q4 | $809K | Sell |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $541K | Buy |
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|
2023
Q1 | $406K | Sell |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $675K | Sell |
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|
2022
Q2 | $636K | Sell |
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|
2022
Q1 | $2.03M | Buy |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.54M | Sell |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $676K | Sell |
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|
2020
Q3 | $617K | Buy |
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|
2020
Q2 | $417K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $321K | Sell |
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|
2019
Q2 | $771K | Buy |
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