Financial Synergies Wealth Advisors’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 |
-73
| Closed | -$3.19K | – | 496 |
|
|
2024
Q1 | $3.19K | Buy |
+73
| New | +$3.19K | ﹤0.01% | 288 |
|
|
2023
Q4 | – | Sell |
-73
| Closed | -$2.56K | – | 461 |
|
|
2023
Q3 | $2.56K | Hold |
73
| – | – | ﹤0.01% | 288 |
|
|
2023
Q2 | $1.97K | Hold |
73
| – | – | ﹤0.01% | 295 |
|
|
2023
Q1 | $2.2K | Buy |
+73
| New | +$2.2K | ﹤0.01% | 295 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 461 |
|
|
2022
Q3 | – | Sell |
-53
| Closed | -$2.67K | – | 523 |
|
|
2022
Q2 | $2.67K | Buy |
+53
| New | +$2.67K | ﹤0.01% | 216 |
|