Affinity Investment Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,340
| Closed | -$312K | – | 203 |
|
|
2022
Q4 | $312K | Buy |
6,340
+441
| +7% | +$21.7K | 0.14% | 162 |
|
|
2022
Q3 | $300K | Hold |
5,899
| – | – | 0.16% | 168 |
|
|
2022
Q2 | $300K | Buy |
+5,899
| New | +$300K | 0.15% | 169 |
|
|
2017
Q4 | – | Sell |
-39,720
| Closed | -$1.87M | – | 190 |
|
|
2017
Q3 | $1.87M | Sell |
39,720
-7,390
| -16% | -$349K | 0.22% | 83 |
|
|
2017
Q2 | $2.07M | Sell |
47,110
-43,450
| -48% | -$1.91M | 0.25% | 91 |
|
|
2017
Q1 | $3.8M | Sell |
90,560
-1,380
| -2% | -$58K | 0.34% | 74 |
|
|
2016
Q4 | $3.96M | Sell |
91,940
-38,560
| -30% | -$1.66M | 0.37% | 70 |
|
|
2016
Q3 | $4.05M | Buy |
+130,500
| New | +$4.05M | 0.34% | 88 |
|