Stratos Wealth Partners’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $771K | Buy |
2,456
+165
| +7% | +$51.8K | 0.01% | 783 |
|
2025
Q1 | $455K | Buy |
+2,291
| New | +$455K | 0.01% | 918 |
|
2022
Q3 | – | Sell |
-1,421
| Closed | -$212K | – | 1241 |
|
2022
Q2 | $212K | Buy |
1,421
+169
| +13% | +$25.2K | 0.01% | 1065 |
|
2022
Q1 | $302K | Sell |
1,252
-1,310
| -51% | -$316K | 0.01% | 984 |
|
2021
Q4 | $823K | Sell |
2,562
-295
| -10% | -$94.8K | 0.02% | 619 |
|
2021
Q3 | $749K | Sell |
2,857
-50
| -2% | -$13.1K | 0.02% | 616 |
|
2021
Q2 | $628K | Sell |
2,907
-360
| -11% | -$77.8K | 0.02% | 700 |
|
2021
Q1 | $561K | Sell |
3,267
-316
| -9% | -$54.3K | 0.02% | 681 |
|
2020
Q4 | $716K | Sell |
3,583
-72
| -2% | -$14.4K | 0.02% | 552 |
|
2020
Q3 | $514K | Sell |
3,655
-694
| -16% | -$97.6K | 0.02% | 617 |
|
2020
Q2 | $476K | Sell |
4,349
-776
| -15% | -$84.9K | 0.02% | 616 |
|
2020
Q1 | $312K | Buy |
+5,125
| New | +$312K | 0.01% | 679 |
|
2019
Q3 | – | Sell |
-3,350
| Closed | -$257K | – | 1004 |
|
2019
Q2 | $257K | Buy |
3,350
+90
| +3% | +$6.9K | 0.01% | 787 |
|
2019
Q1 | $231K | Buy |
+3,260
| New | +$231K | 0.01% | 812 |
|
2018
Q4 | – | Sell |
-1,900
| Closed | -$77K | – | 2555 |
|
2018
Q3 | $77K | Buy |
+1,900
| New | +$77K | ﹤0.01% | 1256 |
|