FTDI
First Trust Direct Indexing’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,449
| Closed | -$399K | – | 962 |
|
|
2024
Q3 | $399K | Sell |
8,449
-434
| -5% | -$20.5K | 0.02% | 621 |
|
|
2024
Q2 | $385K | Sell |
8,883
-1,644
| -16% | -$71.3K | 0.02% | 573 |
|
|
2024
Q1 | $457K | Sell |
10,527
-1,407
| -12% | -$61.1K | 0.03% | 488 |
|
|
2023
Q4 | $524K | Sell |
11,934
-313
| -3% | -$13.7K | 0.05% | 436 |
|
|
2023
Q3 | $427K | Sell |
12,247
-550
| -4% | -$19.2K | 0.05% | 434 |
|
|
2023
Q2 | $344K | Buy |
12,797
+2,897
| +29% | +$77.8K | 0.04% | 503 |
|
|
2023
Q1 | $296K | Buy |
9,900
+5,370
| +119% | +$161K | 0.04% | 546 |
|
|
2022
Q4 | $223K | Buy |
4,530
+209
| +5% | +$10.3K | 0.03% | 593 |
|
|
2022
Q3 | $220K | Buy |
+4,321
| New | +$220K | 0.03% | 553 |
|
|
2022
Q2 | – | Sell |
-3,755
| Closed | -$246K | – | 703 |
|
|
2022
Q1 | $246K | Buy |
3,755
+432
| +13% | +$28.3K | 0.03% | 562 |
|
|
2021
Q4 | $210K | Sell |
3,323
-839
| -20% | -$53K | 0.03% | 606 |
|
|
2021
Q3 | $258K | Buy |
+4,162
| New | +$258K | 0.04% | 520 |
|