Envestnet Portfolio Solutions’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,022
| Closed | -$520K | – | 1808 |
|
|
2024
Q3 | $520K | Buy |
11,022
+61
| +0.6% | +$2.88K | ﹤0.01% | 1185 |
|
|
2024
Q2 | $475K | Buy |
10,961
+372
| +4% | +$16.1K | ﹤0.01% | 1165 |
|
|
2024
Q1 | $460K | Buy |
10,589
+1,680
| +19% | +$72.9K | ﹤0.01% | 1160 |
|
|
2023
Q4 | $391K | Sell |
8,909
-1,541
| -15% | -$67.6K | ﹤0.01% | 1158 |
|
|
2023
Q3 | $365K | Buy |
+10,450
| New | +$365K | ﹤0.01% | 1129 |
|