First Trust Direct Indexing’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $399K | Sell |
|
|||||
|
2024
Q2 | $385K | Sell |
|
|||||
|
2024
Q1 | $457K | Sell |
|
|||||
|
2023
Q4 | $524K | Sell |
|
|||||
|
2023
Q3 | $427K | Sell |
|
|||||
|
2023
Q2 | $344K | Buy |
|
|||||
|
2023
Q1 | $296K | Buy |
|
|||||
|
2022
Q4 | $223K | Buy |
|
|||||
|
2022
Q3 | $220K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $246K | Buy |
|
|||||
|
2021
Q4 | $210K | Sell |
|
|||||
|
2021
Q3 | $258K | Buy |
|