Financial Gravity Asset Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | -$889 | – | 2575 |
|
|
2024
Q1 | $889 | Buy |
+20
| New | +$889 | ﹤0.01% | 1259 |
|
|
2023
Q3 | – | Sell |
-27
| Closed | -$8.77K | – | 1798 |
|
|
2023
Q2 | $8.77K | Sell |
27
-3
| -10% | -$975 | 0.02% | 375 |
|
|
2023
Q1 | $180 | Sell |
30
-19
| -39% | -$114 | 0.01% | 639 |
|
|
2022
Q4 | $10.4K | Sell |
49
-308
| -86% | -$65.3K | 0.05% | 238 |
|
|
2022
Q3 | $291 | Hold |
357
| – | – | 0.01% | 480 |
|
|
2022
Q2 | $291 | Buy |
+357
| New | +$291 | 0.01% | 471 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | -$53K | – | 1029 |
|
|
2021
Q2 | $53K | Buy |
+1
| New | +$53K | 0.02% | 549 |
|
|
2019
Q4 | – | Sell |
-2
| Closed | – | – | 1746 |
|
|
2019
Q3 | $0 | Sell |
2
-17
| -89% | – | ﹤0.01% | 1633 |
|
|
2019
Q2 | $1K | Sell |
19
-36
| -65% | -$1.9K | ﹤0.01% | 1154 |
|
|
2019
Q1 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 884 |
|
|
2018
Q3 | $15K | Buy |
322
+6
| +2% | +$280 | 0.02% | 516 |
|
|
2018
Q2 | $17K | Buy |
316
+276
| +690% | +$14.8K | 0.02% | 496 |
|
|
2018
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1016 |
|