Concourse Financial Group Securities’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-325
| Closed | -$62.7K | – | 8680 |
|
|
2024
Q4 | $62.7K | Buy |
325
+98
| +43% | +$18.9K | ﹤0.01% | 1115 |
|
|
2024
Q3 | $38.8K | Sell |
227
-80
| -26% | -$13.7K | ﹤0.01% | 1273 |
|
|
2024
Q2 | $59K | Sell |
307
-21
| -6% | -$4.04K | ﹤0.01% | 1110 |
|
|
2024
Q1 | $63.2K | Buy |
328
+20
| +6% | +$3.85K | ﹤0.01% | 1088 |
|
|
2023
Q4 | $68.2K | Buy |
308
+253
| +460% | +$56.1K | ﹤0.01% | 1019 |
|
|
2023
Q3 | $8.56K | Hold |
55
| – | – | ﹤0.01% | 1694 |
|
|
2023
Q2 | $8.05K | Hold |
55
| – | – | ﹤0.01% | 1715 |
|
|
2023
Q1 | $6.43K | Buy |
55
+10
| +22% | +$1.17K | ﹤0.01% | 1798 |
|
|
2022
Q4 | $5.04K | Hold |
45
| – | – | ﹤0.01% | 1846 |
|
|
2022
Q3 | $7K | Hold |
45
| – | – | ﹤0.01% | 1583 |
|
|
2022
Q2 | $7K | Buy |
45
+20
| +80% | +$3.11K | ﹤0.01% | 1780 |
|
|
2022
Q1 | $6K | Sell |
25
-100
| -80% | -$24K | ﹤0.01% | 1828 |
|
|
2021
Q4 | $40K | Hold |
125
| – | – | ﹤0.01% | 1376 |
|
|
2021
Q3 | $33K | Sell |
125
-15
| -11% | -$3.96K | ﹤0.01% | 1485 |
|
|
2021
Q2 | $30K | Buy |
140
+15
| +12% | +$3.21K | ﹤0.01% | 1509 |
|
|
2021
Q1 | $21K | Buy |
125
+25
| +25% | +$4.2K | ﹤0.01% | 1549 |
|
|
2020
Q4 | $20K | Hold |
100
| – | – | ﹤0.01% | 1462 |
|
|
2020
Q3 | $14K | Hold |
100
| – | – | ﹤0.01% | 1467 |
|
|
2020
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 1475 |
|
|
2020
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1620 |
|
|
2019
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1652 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5748 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5767 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5662 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5579 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5418 |
|