Jones Financial Companies’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Buy |
14,999
+2,399
| +19% | +$756K | ﹤0.01% | 514 |
|
|
2025
Q1 | $2.61M | Buy |
12,600
+4,022
| +47% | +$833K | ﹤0.01% | 589 |
|
|
2024
Q4 | $1.55M | Buy |
8,578
+1,857
| +28% | +$335K | ﹤0.01% | 628 |
|
|
2024
Q3 | $1.15M | Buy |
+6,721
| New | +$1.15M | ﹤0.01% | 568 |
|
|
2024
Q2 | – | Sell |
-230
| Closed | -$44.3K | – | 2458 |
|
|
2024
Q1 | $44.3K | Buy |
230
+100
| +77% | +$19.3K | ﹤0.01% | 755 |
|
|
2023
Q4 | $28.8K | Buy |
+130
| New | +$28.8K | ﹤0.01% | 544 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$1K | – | 798 |
|
|
2022
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 722 |
|