Dynamic Capital Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,636
| Closed | -$490K | – | 255 |
|
|
2017
Q4 | $490K | Buy |
+9,636
| New | +$490K | 0.17% | 152 |
|
|
2015
Q3 | – | Sell |
-232,002
| Closed | -$7.36M | – | 440 |
|
|
2015
Q2 | $7.36M | Buy |
+232,002
| New | +$7.36M | 1.87% | 12 |
|
|
2015
Q1 | – | Sell |
-72,361
| Closed | -$2.06M | – | 373 |
|
|
2014
Q4 | $2.06M | Buy |
+72,361
| New | +$2.06M | 1.09% | 16 |
|
|
2014
Q3 | – | Sell |
-58,764
| Closed | -$1.73M | – | 474 |
|
|
2014
Q2 | $1.73M | Sell |
58,764
-27,580
| -32% | -$813K | 0.49% | 53 |
|
|
2014
Q1 | $2.68M | Buy |
86,344
+11,648
| +16% | +$361K | 0.87% | 9 |
|
|
2013
Q4 | $2.24M | Buy |
74,696
+18,182
| +32% | +$545K | 0.42% | 59 |
|
|
2013
Q3 | $1.55M | Buy |
+56,514
| New | +$1.55M | 0.35% | 79 |
|