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 |
|