Ellevest Inc’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,671
| Closed | -$340K | – | 390 |
|
|
2023
Q2 | $340K | Buy |
12,671
+8,331
| +192% | +$224K | 0.03% | 244 |
|
|
2023
Q1 | $130K | Buy |
4,340
+3,817
| +730% | +$114K | 0.01% | 401 |
|
|
2022
Q4 | $25.7K | Buy |
523
+118
| +29% | +$5.8K | ﹤0.01% | 785 |
|
|
2022
Q3 | $21K | Sell |
405
-248
| -38% | -$12.9K | ﹤0.01% | 810 |
|
|
2022
Q2 | $33K | Buy |
653
+262
| +67% | +$13.2K | ﹤0.01% | 660 |
|
|
2022
Q1 | $26K | Buy |
391
+47
| +14% | +$3.13K | ﹤0.01% | 680 |
|
|
2021
Q4 | $22K | Sell |
344
-52
| -13% | -$3.33K | ﹤0.01% | 696 |
|
|
2021
Q3 | $25K | Buy |
396
+94
| +31% | +$5.93K | ﹤0.01% | 622 |
|
|
2021
Q2 | $16K | Sell |
302
-88
| -23% | -$4.66K | ﹤0.01% | 684 |
|
|
2021
Q1 | $21K | Buy |
390
+104
| +36% | +$5.6K | ﹤0.01% | 650 |
|
|
2020
Q4 | $12K | Buy |
286
+46
| +19% | +$1.93K | ﹤0.01% | 721 |
|
|
2020
Q3 | $7K | Buy |
240
+100
| +71% | +$2.92K | ﹤0.01% | 723 |
|
|
2020
Q2 | $5K | Sell |
140
-27
| -16% | -$964 | ﹤0.01% | 763 |
|
|
2020
Q1 | $4K | Buy |
167
+149
| +828% | +$3.57K | ﹤0.01% | 690 |
|
|
2019
Q4 | $1K | Buy |
18
+6
| +50% | +$333 | ﹤0.01% | 902 |
|
|
2019
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 478 |
|