Aristotle Atlantic Partners’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-33,720
| Closed | -$1.15M | – | 102 |
|
|
2020
Q2 | $1.15M | Buy |
33,720
+8,943
| +36% | +$304K | 0.11% | 77 |
|
|
2020
Q1 | $663K | Buy |
24,777
+2,006
| +9% | +$53.7K | 0.1% | 75 |
|
|
2019
Q4 | $1.18M | Sell |
22,771
-14,409
| -39% | -$748K | 0.15% | 69 |
|
|
2019
Q3 | $1.68M | Buy |
37,180
+19,686
| +113% | +$890K | 0.48% | 41 |
|
|
2019
Q2 | $804K | Buy |
17,494
+2,281
| +15% | +$105K | 0.23% | 71 |
|
|
2019
Q1 | $691K | Buy |
15,213
+2,508
| +20% | +$114K | 0.21% | 68 |
|
|
2018
Q4 | $518K | Buy |
12,705
+1,040
| +9% | +$42.4K | 0.18% | 70 |
|
|
2018
Q3 | $5K | Buy |
11,665
+1,102
| +10% | +$472 | ﹤0.01% | 53 |
|
|
2018
Q2 | $557K | Buy |
10,563
+2,317
| +28% | +$122K | 0.19% | 60 |
|
|
2018
Q1 | $435K | Buy |
+8,246
| New | +$435K | 0.16% | 64 |
|