Bank of Stockton’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,811
| Closed | -$200K | – | 129 |
|
|
2023
Q4 | $200K | Buy |
+4,811
| New | +$200K | 0.07% | 122 |
|
|
2023
Q3 | – | Sell |
-7,960
| Closed | -$214K | – | 126 |
|
|
2023
Q2 | $214K | Sell |
7,960
-1,905
| -19% | -$51.2K | 0.07% | 114 |
|
|
2023
Q1 | $295K | Buy |
9,865
+1,770
| +22% | +$53K | 0.1% | 101 |
|
|
2022
Q4 | $398K | Sell |
8,095
-565
| -7% | -$27.8K | 0.14% | 86 |
|
|
2022
Q3 | $440K | Sell |
8,660
-3,012
| -26% | -$153K | 0.17% | 82 |
|
|
2022
Q2 | $594K | Sell |
11,672
-2,330
| -17% | -$119K | 0.22% | 71 |
|
|
2022
Q1 | $918K | Buy |
+14,002
| New | +$918K | 0.29% | 56 |
|