Raymond James Financial Services Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $3.33M | Sell |
19,464
-94
| -0.5% | -$16.1K | ﹤0.01% | 1459 |
|
2024
Q2 | $3.76M | Buy |
19,558
+4,687
| +32% | +$901K | 0.01% | 1311 |
|
2024
Q1 | $2.86M | Buy |
14,871
+520
| +4% | +$100K | ﹤0.01% | 1447 |
|
2023
Q4 | $3.18M | Sell |
14,351
-1,606
| -10% | -$356K | 0.01% | 1317 |
|
2023
Q3 | $2.48M | Sell |
15,957
-1,983
| -11% | -$309K | ﹤0.01% | 1390 |
|
2023
Q2 | $2.62M | Sell |
17,940
-1,779
| -9% | -$260K | ﹤0.01% | 1369 |
|
2023
Q1 | $2.3M | Sell |
19,719
-2,680
| -12% | -$313K | ﹤0.01% | 1404 |
|
2022
Q4 | $2.51M | Sell |
22,399
-8,605
| -28% | -$963K | 0.01% | 1320 |
|
2022
Q3 | $5.1M | Sell |
31,004
-179
| -0.6% | -$29.4K | 0.01% | 904 |
|
2022
Q2 | $4.66M | Sell |
31,183
-7,666
| -20% | -$1.15M | 0.01% | 961 |
|
2022
Q1 | $9.37M | Buy |
38,849
+4,789
| +14% | +$1.16M | 0.02% | 714 |
|
2021
Q4 | $10.9M | Buy |
34,060
+919
| +3% | +$295K | 0.02% | 638 |
|
2021
Q3 | $8.69M | Sell |
33,141
-307
| -0.9% | -$80.5K | 0.02% | 727 |
|
2021
Q2 | $7.23M | Sell |
33,448
-1,819
| -5% | -$393K | 0.01% | 809 |
|
2021
Q1 | $6.05M | Buy |
35,267
+629
| +2% | +$108K | 0.01% | 812 |
|
2020
Q4 | $6.92M | Sell |
34,638
-1,679
| -5% | -$335K | 0.02% | 689 |
|
2020
Q3 | $5.11M | Buy |
36,317
+5,522
| +18% | +$777K | 0.01% | 751 |
|
2020
Q2 | $3.37M | Buy |
30,795
+15,968
| +108% | +$1.75M | 0.01% | 876 |
|
2020
Q1 | $902K | Sell |
14,827
-2,888
| -16% | -$176K | ﹤0.01% | 1253 |
|
2019
Q4 | $824K | Buy |
17,715
+2,170
| +14% | +$101K | ﹤0.01% | 1659 |
|
2019
Q3 | $735K | Buy |
15,545
+379
| +2% | +$17.9K | ﹤0.01% | 1660 |
|
2019
Q2 | $1.16M | Buy |
15,166
+11,861
| +359% | +$909K | ﹤0.01% | 1414 |
|
2019
Q1 | $234K | Buy |
+3,305
| New | +$234K | ﹤0.01% | 2408 |
|
2018
Q4 | – | Sell |
-25,875
| Closed | -$1.06M | – | 2821 |
|
2018
Q3 | $1.06M | Buy |
+25,875
| New | +$1.06M | ﹤0.01% | 1435 |
|