IFP Advisors’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
1,598
+801
| +101% | +$251K | 0.01% | 833 |
|
|
2025
Q1 | $158K | Sell |
797
-210
| -21% | -$41.7K | ﹤0.01% | 1284 |
|
|
2024
Q4 | $182K | Buy |
1,007
+122
| +14% | +$22K | 0.01% | 1160 |
|
|
2024
Q3 | $151K | Sell |
885
-121
| -12% | -$20.7K | 0.01% | 1222 |
|
|
2024
Q2 | $193K | Sell |
1,006
-256
| -20% | -$49.2K | 0.01% | 1060 |
|
|
2024
Q1 | $243K | Sell |
1,262
-80
| -6% | -$15.4K | 0.01% | 904 |
|
|
2023
Q4 | $297K | Buy |
1,342
+747
| +126% | +$166K | 0.01% | 778 |
|
|
2023
Q3 | $92.6K | Sell |
595
-442
| -43% | -$68.8K | ﹤0.01% | 1289 |
|
|
2023
Q2 | $152K | Buy |
1,037
+391
| +61% | +$57.2K | 0.01% | 1146 |
|
|
2023
Q1 | $18.2K | Sell |
646
-1,727
| -73% | -$48.7K | ﹤0.01% | 2058 |
|
|
2022
Q4 | $88K | Sell |
2,373
-90
| -4% | -$3.34K | ﹤0.01% | 1828 |
|
|
2022
Q3 | $88K | Buy |
2,463
+33
| +1% | +$1.18K | ﹤0.01% | 1952 |
|
|
2022
Q2 | $83K | Hold |
2,430
| – | – | ﹤0.01% | 1815 |
|
|
2022
Q1 | $83K | Buy |
2,430
+1,228
| +102% | +$41.9K | ﹤0.01% | 1815 |
|
|
2021
Q4 | $386K | Buy |
1,202
+110
| +10% | +$35.3K | 0.01% | 681 |
|
|
2021
Q3 | $286K | Sell |
1,092
-126
| -10% | -$33K | 0.01% | 764 |
|
|
2021
Q2 | $263K | Buy |
1,218
+813
| +201% | +$176K | 0.01% | 779 |
|
|
2021
Q1 | $69K | Buy |
405
+60
| +17% | +$10.2K | ﹤0.01% | 1324 |
|
|
2020
Q4 | $69K | Sell |
345
-654
| -65% | -$131K | ﹤0.01% | 1312 |
|
|
2020
Q3 | $141K | Buy |
999
+654
| +190% | +$92.3K | 0.01% | 841 |
|
|
2020
Q2 | $36K | Buy |
+345
| New | +$36K | ﹤0.01% | 1351 |
|
|
2020
Q1 | – | Sell |
-1,117
| Closed | -$53K | – | 3718 |
|
|
2019
Q4 | $53K | Buy |
1,117
+548
| +96% | +$26K | ﹤0.01% | 1227 |
|
|
2019
Q3 | $26K | Buy |
+569
| New | +$26K | ﹤0.01% | 1655 |
|