Affinity Wealth Management’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 |
-4,433
| Closed | -$218K | – | 125 |
|
|
2022
Q4 | $218K | Buy |
4,433
+60
| +1% | +$2.95K | 0.05% | 96 |
|
|
2022
Q3 | $222K | Buy |
4,373
+22
| +0.5% | +$1.12K | 0.06% | 86 |
|
|
2022
Q2 | $219K | Buy |
4,351
+1
| +0% | +$50 | 0.05% | 91 |
|
|
2022
Q1 | $278K | Sell |
4,350
-466
| -10% | -$29.8K | 0.06% | 85 |
|
|
2021
Q4 | $325K | Sell |
4,816
-10
| -0.2% | -$675 | 0.07% | 84 |
|
|
2021
Q3 | $306K | Buy |
+4,826
| New | +$306K | 0.06% | 89 |
|