Diversified Trust’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,195
| Closed | -$228K | – | 1034 |
|
|
2024
Q4 | $228K | Sell |
4,195
-10,595
| -72% | -$575K | 0.01% | 816 |
|
|
2024
Q3 | $698K | Buy |
+14,790
| New | +$698K | 0.02% | 492 |
|
|
2023
Q1 | – | Sell |
-6,409
| Closed | -$315K | – | 923 |
|
|
2022
Q4 | $315K | Buy |
+6,409
| New | +$315K | 0.01% | 570 |
|
|
2022
Q2 | – | Sell |
-3,481
| Closed | -$228K | – | 871 |
|
|
2022
Q1 | $228K | Buy |
+3,481
| New | +$228K | 0.01% | 716 |
|