Brinker Capital Investments’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,622
| Closed | -$375K | – | 1662 |
|
|
2022
Q4 | $375K | Buy |
7,622
+277
| +4% | +$13.6K | 0.01% | 1076 |
|
|
2022
Q3 | $374K | Buy |
7,345
+48
| +0.7% | +$2.44K | 0.01% | 1039 |
|
|
2022
Q2 | $371K | Buy |
7,297
+273
| +4% | +$13.9K | 0.01% | 1083 |
|
|
2022
Q1 | $460K | Sell |
7,024
-646
| -8% | -$42.3K | 0.01% | 1080 |
|
|
2021
Q4 | $484K | Sell |
7,670
-433
| -5% | -$27.3K | 0.01% | 1063 |
|
|
2021
Q3 | $428K | Hold |
8,103
| – | – | 0.01% | 1021 |
|
|
2021
Q2 | $428K | Buy |
8,103
+752
| +10% | +$39.7K | 0.01% | 1082 |
|
|
2021
Q1 | $404K | Buy |
+7,351
| New | +$404K | 0.01% | 962 |
|
|
2020
Q4 | – | Sell |
-7,429
| Closed | -$217K | – | 1219 |
|
|
2020
Q3 | $217K | Buy |
+7,429
| New | +$217K | ﹤0.01% | 1091 |
|
|
2019
Q2 | – | Sell |
-229
| Closed | -$10K | – | 984 |
|
|
2019
Q1 | $10K | Buy |
229
+156
| +214% | +$6.81K | ﹤0.01% | 652 |
|
|
2018
Q4 | $3K | Hold |
73
| – | – | ﹤0.01% | 610 |
|
|
2018
Q3 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 566 |
|
|
2016
Q4 | – | Sell |
-2
| Closed | – | – | 664 |
|
|
2016
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 637 |
|
|
2016
Q1 | – | Sell |
-2
| Closed | – | – | 705 |
|
|
2015
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 751 |
|