Concord Wealth Partners’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-150
| Closed | -$6.51K | – | 919 |
|
|
2024
Q1 | $6.51K | Buy |
+150
| New | +$6.51K | ﹤0.01% | 620 |
|
|
2023
Q4 | – | Sell |
-150
| Closed | -$5.23K | – | 1044 |
|
|
2023
Q3 | $5.23K | Hold |
150
| – | – | ﹤0.01% | 708 |
|
|
2023
Q2 | $4.03K | Hold |
150
| – | – | ﹤0.01% | 746 |
|
|
2023
Q1 | $4.49K | Buy |
150
+116
| +341% | +$3.47K | ﹤0.01% | 688 |
|
|
2022
Q4 | $1.67K | Buy |
+34
| New | +$1.67K | ﹤0.01% | 980 |
|
|
2022
Q3 | – | Sell |
-243
| Closed | -$12K | – | 1206 |
|
|
2022
Q2 | $12K | Sell |
243
-64
| -21% | -$3.16K | ﹤0.01% | 661 |
|
|
2022
Q1 | $20K | Sell |
307
-3
| -1% | -$195 | 0.01% | 636 |
|
|
2021
Q4 | $20K | Buy |
310
+221
| +248% | +$14.3K | ﹤0.01% | 650 |
|
|
2021
Q3 | $6K | Hold |
89
| – | – | ﹤0.01% | 566 |
|
|
2021
Q2 | $5K | Buy |
89
+34
| +62% | +$1.91K | ﹤0.01% | 748 |
|
|
2021
Q1 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 785 |
|