Dakota Wealth Management’s Zscaler ZS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,273
Closed -$1.24M 811
2025
Q1
$1.24M Buy
+6,273
New +$1.24M 0.03% 337
2024
Q3
Sell
-1,133
Closed -$218K 763
2024
Q2
$218K Sell
1,133
-11,039
-91% -$2.12M 0.01% 641
2024
Q1
$2.34M Buy
12,172
+5,461
+81% +$1.05M 0.06% 241
2023
Q4
$1.49M Buy
+6,711
New +$1.49M 0.06% 254
2023
Q2
Sell
-3,067
Closed -$358K 668
2023
Q1
$358K Buy
+3,067
New +$358K 0.02% 425
2022
Q1
Sell
-2,073
Closed -$666K 484
2021
Q4
$666K Buy
2,073
+89
+4% +$28.6K 0.07% 215
2021
Q3
$520K Buy
+1,984
New +$520K 0.06% 220