LA
Legacy Advisors’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,642
| Closed | -$524K | – | 425 |
|
|
2025
Q1 | $524K | Buy |
2,642
+19
| +0.7% | +$3.77K | 0.05% | 253 |
|
|
2024
Q4 | $473K | Sell |
2,623
-2
| -0.1% | -$361 | 0.05% | 258 |
|
|
2024
Q3 | $449K | Buy |
2,625
+14
| +0.5% | +$2.39K | 0.05% | 252 |
|
|
2024
Q2 | $502K | Sell |
2,611
-8
| -0.3% | -$1.54K | 0.06% | 209 |
|
|
2024
Q1 | $504K | Buy |
2,619
+6
| +0.2% | +$1.16K | 0.06% | 203 |
|
|
2023
Q4 | $579K | Buy |
2,613
+9
| +0.3% | +$1.99K | 0.07% | 182 |
|
|
2023
Q3 | $405K | Buy |
2,604
+4
| +0.2% | +$622 | 0.07% | 201 |
|
|
2023
Q2 | $380K | Sell |
2,600
-9
| -0.3% | -$1.32K | 0.06% | 196 |
|
|
2023
Q1 | $305K | Hold |
2,609
| – | – | 0.06% | 200 |
|
|
2022
Q4 | $292K | Sell |
2,609
-20
| -0.8% | -$2.24K | 0.05% | 192 |
|
|
2022
Q3 | $432K | Sell |
2,629
-2,607
| -50% | -$428K | 0.1% | 139 |
|
|
2022
Q2 | $1.02M | Buy |
5,236
+2,629
| +101% | +$513K | 0.21% | 73 |
|
|
2022
Q1 | $629K | Buy |
2,607
+7
| +0.3% | +$1.69K | 0.12% | 105 |
|
|
2021
Q4 | $835K | Hold |
2,600
| – | – | 0.31% | 45 |
|
|
2021
Q3 | $682K | Hold |
2,600
| – | – | 0.27% | 54 |
|
|
2021
Q2 | $562K | Hold |
2,600
| – | – | 0.23% | 63 |
|
|
2021
Q1 | $446K | Hold |
2,600
| – | – | 0.2% | 69 |
|
|
2020
Q4 | $519K | Hold |
2,600
| – | – | 0.29% | 57 |
|
|
2020
Q3 | $366K | Buy |
+2,600
| New | +$366K | 0.24% | 68 |
|