Atlas Capital Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,842
| Closed | -$195K | – | 960 |
|
|
2022
Q3 | $195K | Sell |
3,842
-487
| -11% | -$24.8K | 0.04% | 346 |
|
|
2022
Q2 | $220K | Sell |
4,329
-390
| -8% | -$19.9K | 0.04% | 353 |
|
|
2022
Q1 | $309K | Buy |
4,719
+117
| +3% | +$7.67K | 0.05% | 285 |
|
|
2021
Q4 | $291K | Hold |
4,602
| – | – | 0.04% | 302 |
|
|
2021
Q3 | $285K | Hold |
4,602
| – | – | 0.05% | 293 |
|
|
2021
Q2 | $243K | Buy |
+4,602
| New | +$243K | 0.04% | 328 |
|
|
2019
Q3 | – | Sell |
-3,144
| Closed | -$145K | – | 700 |
|
|
2019
Q2 | $145K | Sell |
3,144
-236
| -7% | -$10.9K | 0.05% | 349 |
|
|
2019
Q1 | $153K | Sell |
3,380
-1,160
| -26% | -$52.7K | 0.06% | 302 |
|
|
2018
Q4 | $185K | Sell |
4,540
-807
| -15% | -$32.9K | 0.07% | 265 |
|
|
2018
Q3 | $272K | Buy |
5,347
+1,588
| +42% | +$80.6K | 0.09% | 256 |
|
|
2018
Q2 | $199K | Sell |
3,759
-780
| -17% | -$41.4K | 0.07% | 270 |
|
|
2018
Q1 | $239K | Buy |
+4,539
| New | +$239K | 0.07% | 266 |
|