Calamos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,713
| Closed | -$296K | – | 270 |
|
|
2020
Q2 | $296K | Sell |
8,713
-1,462
| -14% | -$49.7K | 0.04% | 227 |
|
|
2020
Q1 | $272K | Sell |
10,175
-90,380
| -90% | -$2.42M | 0.04% | 208 |
|
|
2019
Q4 | $5.22M | Buy |
100,555
+2,010
| +2% | +$104K | 0.62% | 49 |
|
|
2019
Q3 | $4.39M | Sell |
98,545
-34,327
| -26% | -$1.53M | 0.59% | 50 |
|
|
2019
Q2 | $6.11M | Buy |
132,872
+3,466
| +3% | +$159K | 0.82% | 33 |
|
|
2019
Q1 | $5.88M | Buy |
129,406
+51,572
| +66% | +$2.34M | 0.84% | 30 |
|
|
2018
Q4 | $3.17M | Buy |
+77,834
| New | +$3.17M | 0.48% | 58 |
|
|
2014
Q4 | – | Sell |
-28,573
| Closed | -$830K | – | 230 |
|
|
2014
Q3 | $830K | Sell |
28,573
-885
| -3% | -$25.7K | 0.24% | 138 |
|
|
2014
Q2 | $868K | Sell |
29,458
-45,317
| -61% | -$1.34M | 0.25% | 135 |
|
|
2014
Q1 | $2.32M | Buy |
+74,775
| New | +$2.32M | 0.69% | 44 |
|