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
Q4 | – | Sell |
-814
| Closed | -$244K | – | 1172 |
|
|
2025
Q3 | $244K | Sell |
814
-50
| -6% | -$14.3K | 0.01% | 808 |
|
|
2025
Q2 | $271K | Buy |
+864
| New | +$215K | 0.01% | 754 |
|
|
2024
Q4 | $368K | Sell |
2,039
-7,978
| -80% | -$1.54M | 0.01% | 793 |
|
|
2024
Q3 | $1.71M | Buy |
10,017
+5
| +0% | +$913 | 0.05% | 352 |
|
|
2024
Q2 | $1.92M | Buy |
10,012
+6,251
| +166% | +$1.11M | 0.05% | 348 |
|
|
2024
Q1 | $585K | Buy |
3,761
+111
| +3% | +$24.8K | 0.02% | 721 |
|
|
2023
Q4 | $809K | Sell |
3,650
-111
| -3% | -$20.6K | 0.02% | 596 |
|
|
2023
Q3 | $585K | Buy |
3,761
+63
| +2% | +$9.45K | 0.02% | 721 |
|
|
2023
Q2 | $541K | Buy |
3,698
+224
| +6% | +$27.4K | 0.01% | 811 |
|
|
2023
Q1 | $406K | Sell |
3,474
-769
| -18% | -$92.3K | 0.01% | 905 |
|
|
2022
Q4 | $475K | Buy |
4,243
+138
| +3% | +$18.7K | 0.01% | 807 |
|
|
2022
Q3 | $675K | Sell |
4,105
-144
| -3% | -$23.6K | 0.02% | 648 |
|
|
2022
Q2 | $636K | Sell |
4,249
-4,176
| -50% | -$738K | 0.03% | 568 |
|
|
2022
Q1 | $2.03M | Buy |
8,425
+4,078
| +94% | +$1M | 0.07% | 300 |
|
|
2021
Q4 | $1.4M | Sell |
4,347
-420
| -9% | -$132K | 0.04% | 435 |
|
|
2021
Q3 | $1.25M | Sell |
4,767
-2,377
| -33% | -$597K | 0.04% | 453 |
|
|
2021
Q2 | $1.54M | Sell |
7,144
-1,551
| -18% | -$295K | 0.05% | 401 |
|
|
2021
Q1 | $1.49M | Buy |
8,695
+5,310
| +157% | +$1.05M | 0.05% | 380 |
|
|
2020
Q4 | $676K | Sell |
3,385
-1,062
| -24% | -$169K | 0.04% | 441 |
|
|
2020
Q3 | $617K | Buy |
4,447
+642
| +17% | +$83.3K | 0.03% | 460 |
|
|
2020
Q2 | $417K | Buy |
+3,805
| New | +$316K | 0.03% | 518 |
|
|
2020
Q1 | – | Sell |
-6,383
| Closed | -$297K | – | 909 |
|
|
2019
Q4 | $297K | Sell |
6,383
-395
| -6% | -$18.3K | 0.03% | 604 |
|
|
2019
Q3 | $321K | Sell |
6,778
-3,280
| -33% | -$236K | 0.03% | 570 |
|
|
2019
Q2 | $771K | Buy |
+10,058
| New | +$716K | 0.08% | 248 |
|
Other funds holding ZS
