Baystate 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
Q4 | $1.57K | Hold |
35
| – | – | ﹤0.01% | 1105 |
|
|
2023
Q3 | $1.24K | Sell |
35
-580
| -94% | -$20.5K | ﹤0.01% | 865 |
|
|
2023
Q2 | $16.5K | Hold |
615
| – | – | ﹤0.01% | 486 |
|
|
2023
Q1 | $18.4K | Buy |
615
+1
| +0.2% | +$30 | ﹤0.01% | 468 |
|
|
2022
Q4 | $30K | Hold |
614
| – | – | ﹤0.01% | 409 |
|
|
2022
Q3 | $31K | Hold |
614
| – | – | ﹤0.01% | 373 |
|
|
2022
Q2 | $31K | Hold |
614
| – | – | ﹤0.01% | 384 |
|
|
2022
Q1 | $40K | Sell |
614
-228
| -27% | -$14.9K | ﹤0.01% | 356 |
|
|
2021
Q4 | $53K | Buy |
842
+1
| +0.1% | +$63 | ﹤0.01% | 313 |
|
|
2021
Q3 | $52K | Hold |
841
| – | – | 0.01% | 300 |
|
|
2021
Q2 | $44K | Hold |
841
| – | – | ﹤0.01% | 298 |
|
|
2021
Q1 | $46K | Hold |
841
| – | – | ﹤0.01% | 269 |
|
|
2020
Q4 | $37K | Sell |
841
-101
| -11% | -$4.44K | ﹤0.01% | 283 |
|
|
2020
Q3 | $28K | Buy |
942
+2
| +0.2% | +$59 | ﹤0.01% | 285 |
|
|
2020
Q2 | $32K | Buy |
940
+100
| +12% | +$3.4K | ﹤0.01% | 263 |
|
|
2020
Q1 | $22K | Hold |
840
| – | – | ﹤0.01% | 275 |
|
|
2019
Q4 | $44K | Hold |
840
| – | – | 0.01% | 242 |
|
|
2019
Q3 | $37K | Buy |
840
+1
| +0.1% | +$44 | ﹤0.01% | 237 |
|
|
2019
Q2 | $39K | Hold |
839
| – | – | 0.01% | 244 |
|
|
2019
Q1 | $41K | Hold |
839
| – | – | 0.01% | 234 |
|
|
2018
Q4 | $39K | Buy |
839
+1
| +0.1% | +$46 | 0.01% | 235 |
|
|
2018
Q3 | $43K | Buy |
838
+4
| +0.5% | +$205 | 0.01% | 224 |
|
|
2018
Q2 | $44K | Buy |
834
+3
| +0.4% | +$158 | 0.01% | 208 |
|
|
2018
Q1 | $45K | Hold |
831
| – | – | 0.01% | 198 |
|
|
2017
Q4 | $45K | Hold |
831
| – | – | 0.01% | 210 |
|
|
2017
Q3 | $39K | Hold |
831
| – | – | 0.01% | 210 |
|
|
2017
Q2 | $37K | Buy |
831
+1
| +0.1% | +$45 | 0.01% | 205 |
|
|
2017
Q1 | $33K | Buy |
+830
| New | +$33K | 0.01% | 214 |
|