BerganKDV 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
Q2 | – | Sell |
-21
| Closed | -$638 | – | 1098 |
|
|
2023
Q1 | $638 | Sell |
21
-9
| -30% | -$273 | ﹤0.01% | 952 |
|
|
2022
Q4 | $1.49K | Sell |
30
-11
| -27% | -$546 | ﹤0.01% | 835 |
|
|
2022
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 848 |
|
|
2022
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 864 |
|
|
2022
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 826 |
|
|
2021
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 887 |
|
|
2021
Q3 | $3K | Buy |
41
+1
| +3% | +$73 | ﹤0.01% | 850 |
|
|
2021
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 864 |
|
|
2021
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 818 |
|
|
2020
Q4 | $2K | Sell |
40
-28
| -41% | -$1.4K | ﹤0.01% | 813 |
|
|
2020
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 738 |
|
|
2020
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 799 |
|
|
2020
Q1 | $2K | Buy |
68
+28
| +70% | +$824 | ﹤0.01% | 761 |
|
|
2019
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 807 |
|