Caldwell Trust’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-113
|
|
||||
|
2023
Q1 | $3.38K | Hold |
113
|
|
||||
|
2022
Q4 | $5.55K | Hold |
113
|
|
||||
|
2022
Q3 | $5.75K | Hold |
113
|
|
||||
|
2022
Q2 | $5.75K | Buy |
+113
|
|
||||
|
2020
Q4 | – | Sell |
-3,104
|
|
||||
|
2020
Q3 | $90.7K | Hold |
3,104
|
|
||||
|
2020
Q2 | $106K | Hold |
3,104
|
|
||||
|
2020
Q1 | $83.1K | Hold |
3,104
|
|
||||
|
2019
Q4 | $161K | Buy |
+3,104
|
|