Beacon Pointe Advisors’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,674
| Closed | -$279K | – | 1199 |
|
|
2022
Q4 | $279K | Sell |
5,674
-347
| -6% | -$17.1K | 0.01% | 886 |
|
|
2022
Q3 | $309K | Sell |
6,021
-750
| -11% | -$38.5K | 0.01% | 788 |
|
|
2022
Q2 | $346K | Buy |
6,771
+883
| +15% | +$45.1K | 0.01% | 777 |
|
|
2022
Q1 | $386K | Buy |
5,888
+1,318
| +29% | +$86.4K | 0.01% | 886 |
|
|
2021
Q4 | $289K | Buy |
4,570
+1,003
| +28% | +$63.4K | 0.01% | 748 |
|
|
2021
Q3 | $221K | Buy |
+3,567
| New | +$221K | 0.01% | 819 |
|