Synergy Financial Group’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
6,399
-240
| -4% | -$75.3K | 1.48% | 17 |
|
|
2025
Q1 | $1.32M | Buy |
6,639
+142
| +2% | +$28.2K | 1.18% | 22 |
|
|
2024
Q4 | $1.17M | Sell |
6,497
-383
| -6% | -$69.1K | 0.98% | 22 |
|
|
2024
Q3 | $1.18M | Buy |
6,880
+26
| +0.4% | +$4.44K | 1.12% | 17 |
|
|
2024
Q2 | $1.32M | Buy |
6,854
+110
| +2% | +$21.1K | 1.38% | 17 |
|
|
2024
Q1 | $1.3M | Buy |
6,744
+208
| +3% | +$40.1K | 1.46% | 17 |
|
|
2023
Q4 | $1.45M | Sell |
6,536
-55
| -0.8% | -$12.2K | 1.77% | 15 |
|
|
2023
Q3 | $1.03M | Sell |
6,591
-12
| -0.2% | -$1.87K | 1.43% | 17 |
|
|
2023
Q2 | $966K | Hold |
6,603
| – | – | 1.3% | 20 |
|
|
2023
Q1 | $771K | Sell |
6,603
-813
| -11% | -$95K | 1.25% | 19 |
|
|
2022
Q4 | $830K | Sell |
7,416
-2,122
| -22% | -$237K | 1.64% | 17 |
|
|
2022
Q3 | $1.57M | Sell |
9,538
-257
| -3% | -$42.3K | 2.35% | 9 |
|
|
2022
Q2 | $1.46M | Buy |
9,795
+217
| +2% | +$32.4K | 2.3% | 10 |
|
|
2022
Q1 | $2.31M | Buy |
9,578
+979
| +11% | +$236K | 2.43% | 9 |
|
|
2021
Q4 | $2.76M | Buy |
+8,599
| New | +$2.76M | 2.48% | 10 |
|