American Trust’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 |
-4,558
| Closed | -$224K | – | 498 |
|
|
2022
Q4 | $224K | Buy |
4,558
+60
| +1% | +$2.95K | 0.02% | 380 |
|
|
2022
Q3 | $229K | Buy |
+4,498
| New | +$229K | 0.02% | 353 |
|
|
2022
Q2 | – | Sell |
-3,852
| Closed | -$253K | – | 530 |
|
|
2022
Q1 | $253K | Buy |
3,852
+175
| +5% | +$11.5K | 0.02% | 394 |
|
|
2021
Q4 | $232K | Buy |
+3,677
| New | +$232K | 0.02% | 311 |
|