Sheaff Brock Investment Advisors’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $781K | Hold |
3,934
| – | – | 0.07% | 200 |
|
|
2024
Q4 | $710K | Sell |
3,934
-77
| -2% | -$13.9K | 0.06% | 211 |
|
|
2024
Q3 | $686K | Buy |
4,011
+96
| +2% | +$16.4K | 0.06% | 219 |
|
|
2024
Q2 | $752K | Buy |
3,915
+7
| +0.2% | +$1.35K | 0.07% | 197 |
|
|
2024
Q1 | $753K | Sell |
3,908
-158
| -4% | -$30.4K | 0.05% | 227 |
|
|
2023
Q4 | $901K | Buy |
4,066
+185
| +5% | +$41K | 0.07% | 189 |
|
|
2023
Q3 | $604K | Buy |
3,881
+2,500
| +181% | +$389K | 0.05% | 218 |
|
|
2023
Q2 | $202K | Buy |
+1,381
| New | +$202K | 0.02% | 415 |
|
|
2022
Q4 | – | Sell |
-1,551
| Closed | -$255K | – | 511 |
|
|
2022
Q3 | $255K | Buy |
1,551
+70
| +5% | +$11.5K | 0.03% | 363 |
|
|
2022
Q2 | $221K | Buy |
1,481
+197
| +15% | +$29.4K | 0.02% | 390 |
|
|
2022
Q1 | $310K | Sell |
1,284
-125
| -9% | -$30.2K | 0.02% | 358 |
|
|
2021
Q4 | $453K | Buy |
1,409
+84
| +6% | +$27K | 0.03% | 295 |
|
|
2021
Q3 | $347K | Buy |
1,325
+20
| +2% | +$5.24K | 0.03% | 330 |
|
|
2021
Q2 | $282K | Sell |
1,305
-9
| -0.7% | -$1.95K | 0.02% | 375 |
|
|
2021
Q1 | $226K | Buy |
1,314
+6
| +0.5% | +$1.03K | 0.02% | 407 |
|
|
2020
Q4 | $261K | Buy |
+1,308
| New | +$261K | 0.02% | 360 |
|