Howe & Rusling’s Zscaler ZS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.3M Sell
23,240
-1,432
-6% -$450K 0.54% 55
2025
Q1
$4.9M Buy
24,672
+3,611
+17% +$716K 0.41% 73
2024
Q4
$3.8M Sell
21,061
-209
-1% -$37.7K 0.33% 75
2024
Q3
$3.64M Buy
21,270
+1,623
+8% +$277K 0.31% 81
2024
Q2
$3.78M Buy
19,647
+6,303
+47% +$1.21M 0.34% 80
2024
Q1
$2.57M Buy
13,344
+679
+5% +$131K 0.25% 93
2023
Q4
$2.81M Buy
12,665
+248
+2% +$54.9K 0.3% 80
2023
Q3
$1.93M Sell
12,417
-2,373
-16% -$369K 0.23% 93
2023
Q2
$2.16M Buy
14,790
+352
+2% +$51.5K 0.24% 95
2023
Q1
$1.69M Buy
+14,438
New +$1.69M 0.2% 94
2020
Q2
Sell
-69
Closed -$4K 927
2020
Q1
$4K Sell
69
-4
-5% -$232 ﹤0.01% 549
2019
Q4
$3K Hold
73
﹤0.01% 639
2019
Q3
$3K Buy
+73
New +$3K ﹤0.01% 649