Kestra Private Wealth 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 | $2.49M | Sell |
7,944
-517
| -6% | -$162K | 0.04% | 441 |
|
|
2025
Q1 | $1.68M | Buy |
8,461
+2,481
| +41% | +$492K | 0.03% | 507 |
|
|
2024
Q4 | $1.08M | Sell |
5,980
-610
| -9% | -$110K | 0.02% | 621 |
|
|
2024
Q3 | $1.13M | Sell |
6,590
-2,743
| -29% | -$469K | 0.02% | 579 |
|
|
2024
Q2 | $1.79M | Buy |
9,333
+6,576
| +239% | +$1.26M | 0.04% | 415 |
|
|
2024
Q1 | $531K | Buy |
2,757
+851
| +45% | +$164K | 0.01% | 775 |
|
|
2023
Q4 | $422K | Sell |
1,906
-153
| -7% | -$33.9K | 0.01% | 794 |
|
|
2023
Q3 | $320K | Buy |
2,059
+449
| +28% | +$69.9K | 0.01% | 839 |
|
|
2023
Q2 | $236K | Buy |
+1,610
| New | +$236K | 0.01% | 909 |
|
|
2022
Q4 | – | Sell |
-1,566
| Closed | -$257K | – | 1001 |
|
|
2022
Q3 | $257K | Buy |
1,566
+70
| +5% | +$11.5K | 0.01% | 699 |
|
|
2022
Q2 | $224K | Buy |
1,496
+26
| +2% | +$3.89K | 0.01% | 753 |
|
|
2022
Q1 | $355K | Sell |
1,470
-15
| -1% | -$3.62K | 0.02% | 693 |
|
|
2021
Q4 | $477K | Sell |
1,485
-27
| -2% | -$8.67K | 0.02% | 612 |
|
|
2021
Q3 | $396K | Buy |
1,512
+32
| +2% | +$8.38K | 0.02% | 606 |
|
|
2021
Q2 | $320K | Sell |
1,480
-4
| -0.3% | -$865 | 0.02% | 653 |
|
|
2021
Q1 | $255K | Sell |
1,484
-236
| -14% | -$40.6K | 0.02% | 655 |
|
|
2020
Q4 | $346K | Buy |
1,720
+15
| +0.9% | +$3.02K | 0.03% | 531 |
|
|
2020
Q3 | $240K | Buy |
+1,705
| New | +$240K | 0.02% | 554 |
|