Carolina Wealth Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,134
| Closed | -$261K | – | 317 |
|
|
2022
Q2 | $261K | Buy |
5,134
+860
| +20% | +$43.7K | 0.17% | 67 |
|
|
2022
Q1 | $280K | Buy |
4,274
+368
| +9% | +$24.1K | 0.18% | 59 |
|
|
2021
Q4 | $247K | Buy |
3,906
+885
| +29% | +$56K | 0.14% | 62 |
|
|
2021
Q3 | $187K | Buy |
3,021
+526
| +21% | +$32.6K | 0.12% | 66 |
|
|
2021
Q2 | $132K | Buy |
2,495
+551
| +28% | +$29.2K | 0.09% | 89 |
|
|
2021
Q1 | $107K | Buy |
+1,944
| New | +$107K | 0.08% | 81 |
|
|
2020
Q2 | – | Sell |
-10,330
| Closed | -$276K | – | 189 |
|
|
2020
Q1 | $276K | Buy |
10,330
+5,466
| +112% | +$146K | 0.32% | 45 |
|
|
2019
Q4 | $253K | Buy |
+4,864
| New | +$253K | 0.24% | 43 |
|