Kestra Advisory Services’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47M | Buy |
17,420
+1,180
| +7% | +$370K | 0.03% | 592 |
|
|
2025
Q1 | $3.22M | Sell |
16,240
-14,342
| -47% | -$2.85M | 0.02% | 770 |
|
|
2024
Q4 | $5.52M | Sell |
30,582
-497
| -2% | -$89.7K | 0.03% | 536 |
|
|
2024
Q3 | $5.31M | Sell |
31,079
-869
| -3% | -$149K | 0.03% | 566 |
|
|
2024
Q2 | $6.14M | Buy |
31,948
+598
| +2% | +$115K | 0.03% | 519 |
|
|
2024
Q1 | $6.04M | Buy |
31,350
+293
| +0.9% | +$56.4K | 0.04% | 463 |
|
|
2023
Q4 | $6.88M | Buy |
31,057
+319
| +1% | +$70.7K | 0.06% | 355 |
|
|
2023
Q3 | $4.78M | Buy |
30,738
+1,084
| +4% | +$169K | 0.05% | 406 |
|
|
2023
Q2 | $4.34M | Buy |
29,654
+547
| +2% | +$80K | 0.04% | 417 |
|
|
2023
Q1 | $3.4M | Buy |
29,107
+6,805
| +31% | +$795K | 0.04% | 467 |
|
|
2022
Q4 | $2.5M | Sell |
22,302
-1,301
| -6% | -$146K | 0.02% | 652 |
|
|
2022
Q3 | $3.88M | Buy |
23,603
+2,208
| +10% | +$363K | 0.04% | 445 |
|
|
2022
Q2 | $3.2M | Buy |
21,395
+2,395
| +13% | +$358K | 0.03% | 495 |
|
|
2022
Q1 | $4.58M | Buy |
19,000
+746
| +4% | +$180K | 0.05% | 393 |
|
|
2021
Q4 | $5.87M | Sell |
18,254
-44
| -0.2% | -$14.1K | 0.06% | 325 |
|
|
2021
Q3 | $4.8M | Buy |
18,298
+375
| +2% | +$98.3K | 0.05% | 404 |
|
|
2021
Q2 | $3.87M | Buy |
17,923
+4,483
| +33% | +$968K | 0.04% | 430 |
|
|
2021
Q1 | $2.31M | Sell |
13,440
-413
| -3% | -$70.9K | 0.03% | 544 |
|
|
2020
Q4 | $2.79M | Buy |
13,853
+1,756
| +15% | +$354K | 0.03% | 488 |
|
|
2020
Q3 | $1.7M | Buy |
+12,097
| New | +$1.7M | 0.03% | 467 |
|