Steward Partners Investment Advisory’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $533K | Buy |
3,800
+2,022
| +114% | +$359K | ﹤0.01% | 1490 |
|
|
2025
Q4 | $400K | Sell |
1,778
-80
| -4% | -$22.6K | ﹤0.01% | 1553 |
|
|
2025
Q3 | $557K | Sell |
1,858
-110
| -6% | -$31.4K | ﹤0.01% | 1315 |
|
|
2025
Q2 | $618K | Sell |
1,968
-143
| -7% | -$35.6K | ﹤0.01% | 1199 |
|
|
2025
Q1 | $419K | Buy |
2,111
+459
| +28% | +$91.5K | ﹤0.01% | 1294 |
|
|
2024
Q4 | $298K | Buy |
1,652
+141
| +9% | +$27.3K | ﹤0.01% | 1417 |
|
|
2024
Q3 | $258K | Sell |
1,511
-1,806
| -54% | -$330K | ﹤0.01% | 1396 |
|
|
2024
Q2 | $637K | Buy |
3,317
+323
| +11% | +$57.5K | 0.01% | 958 |
|
|
2024
Q1 | $577K | Buy |
2,994
+279
| +10% | +$62.4K | 0.01% | 1000 |
|
|
2023
Q4 | $602K | Buy |
2,715
+1,546
| +132% | +$286K | 0.01% | 918 |
|
|
2023
Q3 | $182K | Sell |
1,169
-132
| -10% | -$19.8K | ﹤0.01% | 1331 |
|
|
2023
Q2 | $190K | Buy |
1,301
+52
| +4% | +$6.35K | ﹤0.01% | 1311 |
|
|
2023
Q1 | $146K | Sell |
1,249
-95
| -7% | -$11.4K | ﹤0.01% | 1420 |
|
|
2022
Q4 | $150K | Sell |
1,344
-82
| -6% | -$11.1K | ﹤0.01% | 1372 |
|
|
2022
Q3 | $234K | Buy |
1,426
+204
| +17% | +$33.4K | ﹤0.01% | 1142 |
|
|
2022
Q2 | $183K | Sell |
1,222
-6,107
| -83% | -$1.08M | ﹤0.01% | 1241 |
|
|
2022
Q1 | $1.77M | Buy |
7,329
+2,206
| +43% | +$542K | 0.03% | 519 |
|
|
2021
Q4 | $1.65M | Buy |
5,123
+4,406
| +615% | +$1.39M | 0.03% | 546 |
|
|
2021
Q3 | $188K | Sell |
717
-43
| -6% | -$10.8K | ﹤0.01% | 1298 |
|
|
2021
Q2 | $164K | Sell |
760
-37
| -5% | -$7.04K | ﹤0.01% | 1694 |
|
|
2021
Q1 | $137K | Buy |
797
+135
| +20% | +$26.8K | ﹤0.01% | 1464 |
|
|
2020
Q4 | $132K | Buy |
+662
| New | +$105K | ﹤0.01% | 1256 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$22K | – | 2868 |
|
|
2020
Q2 | $22K | Hold |
200
| – | – | ﹤0.01% | 1744 |
|
|
2020
Q1 | $12K | Sell |
200
-200
| -50% | -$11K | ﹤0.01% | 1801 |
|
|
2019
Q4 | $18K | Hold |
400
| – | – | ﹤0.01% | 1809 |
|
|
2019
Q3 | $18K | Buy |
+400
| New | +$28.8K | ﹤0.01% | 1766 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$10K | – | 2216 |
|
|
2018
Q3 | $10K | Sell |
250
-450
| -64% | -$18.2K | ﹤0.01% | 1890 |
|
|
2018
Q2 | $25K | Buy |
700
+575
| +460% | +$17.5K | ﹤0.01% | 1380 |
|
|
2018
Q1 | $3K | Buy |
+125
| New | +$3.66K | ﹤0.01% | 1955 |
|
Other funds holding ZS
VPM
VCM
