Freestone Capital Holdings’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
2,656
+521
| +24% | +$164K | 0.03% | 234 |
|
|
2025
Q1 | $424K | Sell |
2,135
-15
| -0.7% | -$2.98K | 0.02% | 303 |
|
|
2024
Q4 | $388K | Buy |
2,150
+250
| +13% | +$45.1K | 0.01% | 315 |
|
|
2024
Q3 | $325K | Hold |
1,900
| – | – | 0.01% | 339 |
|
|
2024
Q2 | $365K | Hold |
1,900
| – | – | 0.01% | 350 |
|
|
2024
Q1 | $366K | Sell |
1,900
-4,690
| -71% | -$903K | 0.01% | 345 |
|
|
2023
Q4 | $1.46M | Buy |
6,590
+4,390
| +200% | +$973K | 0.07% | 173 |
|
|
2023
Q3 | $342K | Hold |
2,200
| – | – | 0.02% | 282 |
|
|
2023
Q2 | $322K | Buy |
+2,200
| New | +$322K | 0.01% | 297 |
|
|
2021
Q1 | – | Sell |
-135
| Closed | -$27K | – | 1163 |
|
|
2020
Q4 | $27K | Hold |
135
| – | – | ﹤0.01% | 685 |
|
|
2020
Q3 | $19K | Buy |
+135
| New | +$19K | ﹤0.01% | 656 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 450 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 406 |
|