Berman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $108K | Buy |
1,750
+29
| +2% | +$1.79K | 0.02% | 416 |
|
|
2021
Q2 | $90K | Buy |
1,721
+32
| +2% | +$1.67K | 0.01% | 415 |
|
|
2021
Q1 | $92K | Buy |
1,689
+93
| +6% | +$5.07K | 0.02% | 332 |
|
|
2020
Q4 | $69K | Buy |
1,596
+308
| +24% | +$13.3K | 0.02% | 333 |
|
|
2020
Q3 | $37K | Buy |
1,288
+372
| +41% | +$10.7K | 0.01% | 426 |
|
|
2020
Q2 | $31K | Buy |
916
+577
| +170% | +$19.5K | 0.01% | 438 |
|
|
2020
Q1 | $8K | Buy |
339
+146
| +76% | +$3.45K | ﹤0.01% | 747 |
|
|
2019
Q4 | $9K | Buy |
193
+58
| +43% | +$2.71K | ﹤0.01% | 800 |
|
|
2019
Q3 | $6K | Sell |
135
-56
| -29% | -$2.49K | ﹤0.01% | 913 |
|
|
2019
Q2 | $8K | Buy |
191
+84
| +79% | +$3.52K | ﹤0.01% | 834 |
|
|
2019
Q1 | $4K | Buy |
107
+79
| +282% | +$2.95K | ﹤0.01% | 950 |
|
|
2018
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1084 |
|