Summit Securities Group’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-150
| Closed | -$27.1K | – | 990 |
|
|
2024
Q4 | $27.1K | Buy |
+150
| New | +$27.1K | 0.01% | 235 |
|
|
2024
Q3 | – | Sell |
-20
| Closed | -$4K | – | 792 |
|
|
2024
Q2 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 395 |
|
|
2024
Q1 | – | Sell |
-12
| Closed | -$3K | – | 774 |
|
|
2023
Q4 | $3K | Sell |
12
-4
| -25% | -$1K | ﹤0.01% | 412 |
|
|
2023
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 358 |
|
|
2022
Q4 | – | Sell |
-351
| Closed | -$58K | – | 1161 |
|
|
2022
Q3 | $58K | Buy |
+351
| New | +$58K | ﹤0.01% | 420 |
|
|
2022
Q2 | – | Sell |
-575
| Closed | -$139K | – | 975 |
|
|
2022
Q1 | $139K | Buy |
+575
| New | +$139K | 0.02% | 288 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 551 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 506 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 506 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 438 |
|