Capital Analysts LLC’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 |
-1,763
| Closed | -$87K | – | 1090 |
|
|
2022
Q4 | $87K | Hold |
1,763
| – | – | 0.01% | 526 |
|
|
2022
Q3 | $90K | Sell |
1,763
-200
| -10% | -$10.2K | 0.01% | 469 |
|
|
2022
Q2 | $100K | Buy |
1,963
+367
| +23% | +$18.7K | 0.01% | 432 |
|
|
2022
Q1 | $105K | Hold |
1,596
| – | – | 0.01% | 423 |
|
|
2021
Q4 | $101K | Buy |
1,596
+856
| +116% | +$54.2K | 0.01% | 446 |
|
|
2021
Q3 | $46K | Hold |
740
| – | – | ﹤0.01% | 588 |
|
|
2021
Q2 | $39K | Hold |
740
| – | – | ﹤0.01% | 590 |
|
|
2021
Q1 | $41K | Hold |
740
| – | – | ﹤0.01% | 611 |
|
|
2020
Q4 | $32K | Sell |
740
-424
| -36% | -$18.3K | ﹤0.01% | 464 |
|
|
2020
Q3 | $34K | Hold |
1,164
| – | – | ﹤0.01% | 459 |
|
|
2020
Q2 | $40K | Hold |
1,164
| – | – | ﹤0.01% | 397 |
|
|
2020
Q1 | $31K | Hold |
1,164
| – | – | ﹤0.01% | 395 |
|
|
2019
Q4 | $60K | Hold |
1,164
| – | – | 0.01% | 375 |
|
|
2019
Q3 | $51K | Hold |
1,164
| – | – | 0.01% | 381 |
|
|
2019
Q2 | $54K | Hold |
1,164
| – | – | 0.01% | 361 |
|
|
2019
Q1 | $52K | Buy |
1,164
+585
| +101% | +$26.1K | 0.01% | 341 |
|
|
2018
Q4 | $24K | Buy |
+579
| New | +$24K | ﹤0.01% | 390 |
|