Sigma Planning Corp’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
1,854
+206
| +13% | +$64.7K | 0.02% | 716 |
|
|
2025
Q1 | $327K | Buy |
1,648
+494
| +43% | +$98K | 0.01% | 915 |
|
|
2024
Q4 | $208K | Buy |
+1,154
| New | +$208K | 0.01% | 1082 |
|
|
2024
Q3 | – | Sell |
-1,122
| Closed | -$216K | – | 1277 |
|
|
2024
Q2 | $216K | Sell |
1,122
-105
| -9% | -$20.2K | 0.01% | 1055 |
|
|
2024
Q1 | $236K | Buy |
+1,227
| New | +$236K | 0.01% | 1062 |
|
|
2023
Q2 | – | Sell |
-3,354
| Closed | -$392K | – | 1366 |
|
|
2023
Q1 | $392K | Sell |
3,354
-523
| -13% | -$61.1K | 0.01% | 902 |
|
|
2022
Q4 | $434K | Sell |
3,877
-199
| -5% | -$22.3K | 0.02% | 818 |
|
|
2022
Q3 | $670K | Buy |
4,076
+1,408
| +53% | +$231K | 0.03% | 609 |
|
|
2022
Q2 | $399K | Sell |
2,668
-961
| -26% | -$144K | 0.01% | 853 |
|
|
2022
Q1 | $876K | Sell |
3,629
-467
| -11% | -$113K | 0.03% | 596 |
|
|
2021
Q4 | $1.32M | Buy |
4,096
+1,297
| +46% | +$417K | 0.04% | 439 |
|
|
2021
Q3 | $734K | Buy |
2,799
+995
| +55% | +$261K | 0.02% | 647 |
|
|
2021
Q2 | $390K | Buy |
1,804
+245
| +16% | +$53K | 0.01% | 929 |
|
|
2021
Q1 | $268K | Sell |
1,559
-798
| -34% | -$137K | 0.01% | 1036 |
|
|
2020
Q4 | $471K | Sell |
2,357
-1,116
| -32% | -$223K | 0.02% | 709 |
|
|
2020
Q3 | $489K | Buy |
3,473
+710
| +26% | +$100K | 0.02% | 611 |
|
|
2020
Q2 | $303K | Sell |
2,763
-693
| -20% | -$76K | 0.01% | 768 |
|
|
2020
Q1 | $210K | Buy |
+3,456
| New | +$210K | 0.01% | 764 |
|
|
2019
Q4 | – | Sell |
-8,463
| Closed | -$400K | – | 1097 |
|
|
2019
Q3 | $400K | Sell |
8,463
-2,117
| -20% | -$100K | 0.02% | 653 |
|
|
2019
Q2 | $811K | Buy |
+10,580
| New | +$811K | 0.04% | 396 |
|