Duality Advisers’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-66,630
| Closed | -$2.92M | – | 773 |
|
|
2023
Q4 | $2.92M | Buy |
+66,630
| New | +$2.92M | 0.31% | 99 |
|
|
2023
Q2 | – | Sell |
-11,821
| Closed | -$354K | – | 768 |
|
|
2023
Q1 | $354K | Sell |
11,821
-22,886
| -66% | -$685K | 0.04% | 468 |
|
|
2022
Q4 | $1.71M | Buy |
34,707
+24,367
| +236% | +$1.2M | 0.19% | 187 |
|
|
2022
Q3 | $526K | Buy |
+10,340
| New | +$526K | 0.06% | 410 |
|
|
2021
Q2 | – | Sell |
-52,784
| Closed | -$2.9M | – | 752 |
|
|
2021
Q1 | $2.9M | Buy |
+52,784
| New | +$2.9M | 0.25% | 135 |
|
|
2020
Q3 | – | Sell |
-58,202
| Closed | -$1.98M | – | 661 |
|
|
2020
Q2 | $1.98M | Buy |
+58,202
| New | +$1.98M | 0.18% | 159 |
|
|
2020
Q1 | – | Sell |
-115,209
| Closed | -$5.98M | – | 340 |
|
|
2019
Q4 | $5.98M | Buy |
115,209
+15,599
| +16% | +$810K | 0.36% | 98 |
|
|
2019
Q3 | $4.44M | Buy |
99,610
+49,920
| +100% | +$2.22M | 0.25% | 137 |
|
|
2019
Q2 | $2.29M | Sell |
49,690
-146,980
| -75% | -$6.76M | 0.2% | 138 |
|
|
2019
Q1 | $8.93M | Buy |
196,670
+76,730
| +64% | +$3.48M | 0.53% | 47 |
|
|
2018
Q4 | $4.89M | Buy |
+119,940
| New | +$4.89M | 0.29% | 88 |
|