DLA
Douglas Lane & Associates’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,710
| Closed | -$248K | – | 241 |
|
|
2024
Q2 | $248K | Hold |
5,710
| – | – | ﹤0.01% | 211 |
|
|
2024
Q1 | $248K | Sell |
5,710
-160
| -3% | -$6.94K | ﹤0.01% | 221 |
|
|
2023
Q4 | $258K | Sell |
5,870
-100
| -2% | -$4.39K | ﹤0.01% | 218 |
|
|
2023
Q3 | $208K | Buy |
+5,970
| New | +$208K | ﹤0.01% | 224 |
|
|
2023
Q1 | – | Sell |
-9,859
| Closed | -$485K | – | 233 |
|
|
2022
Q4 | $485K | Sell |
9,859
-26,566
| -73% | -$1.31M | 0.01% | 177 |
|
|
2022
Q3 | $1.85M | Sell |
36,425
-5,515
| -13% | -$281K | 0.03% | 133 |
|
|
2022
Q2 | $2.14M | Sell |
41,940
-632
| -1% | -$32.2K | 0.04% | 132 |
|
|
2022
Q1 | $2.79M | Sell |
42,572
-5,075
| -11% | -$333K | 0.04% | 131 |
|
|
2021
Q4 | $3.01M | Sell |
47,647
-8,775
| -16% | -$554K | 0.04% | 130 |
|
|
2021
Q3 | $3.49M | Sell |
56,422
-10,565
| -16% | -$654K | 0.05% | 128 |
|
|
2021
Q2 | $3.54M | Sell |
66,987
-1,878
| -3% | -$99.3K | 0.05% | 122 |
|
|
2021
Q1 | $3.79M | Sell |
68,865
-2,960
| -4% | -$163K | 0.06% | 120 |
|
|
2020
Q4 | $3.12M | Buy |
71,825
+4,025
| +6% | +$175K | 0.05% | 119 |
|
|
2020
Q3 | $1.98M | Buy |
67,800
+12,325
| +22% | +$360K | 0.04% | 123 |
|
|
2020
Q2 | $1.89M | Sell |
55,475
-79,953
| -59% | -$2.72M | 0.04% | 121 |
|
|
2020
Q1 | $3.62M | Sell |
135,428
-63,614
| -32% | -$1.7M | 0.1% | 105 |
|
|
2019
Q4 | $10.3M | Sell |
199,042
-14,365
| -7% | -$746K | 0.19% | 97 |
|
|
2019
Q3 | $9.5M | Sell |
213,407
-31,781
| -13% | -$1.41M | 0.19% | 101 |
|
|
2019
Q2 | $11.3M | Buy |
245,188
+11,129
| +5% | +$512K | 0.22% | 99 |
|
|
2019
Q1 | $10.6M | Buy |
234,059
+2,488
| +1% | +$113K | 0.22% | 96 |
|
|
2018
Q4 | $9.43M | Sell |
231,571
-8,341
| -3% | -$340K | 0.22% | 98 |
|
|
2018
Q3 | $12M | Buy |
239,912
+4,214
| +2% | +$211K | 0.24% | 91 |
|
|
2018
Q2 | $12.4M | Buy |
235,698
+40
| +0% | +$2.11K | 0.26% | 90 |
|
|
2018
Q1 | $12.4M | Sell |
235,658
-330
| -0.1% | -$17.4K | 0.27% | 91 |
|
|
2017
Q4 | $12M | Sell |
235,988
-5,437
| -2% | -$276K | 0.25% | 93 |
|
|
2017
Q3 | $11.4M | Buy |
241,425
+2,146
| +0.9% | +$101K | 0.26% | 89 |
|
|
2017
Q2 | $10.5M | Buy |
239,279
+18,270
| +8% | +$802K | 0.25% | 92 |
|
|
2017
Q1 | $9.28M | Buy |
221,009
+730
| +0.3% | +$30.7K | 0.23% | 97 |
|
|
2016
Q4 | $9.48M | Buy |
+220,279
| New | +$9.48M | 0.24% | 97 |
|