Freedom Investment Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,562
| Closed | -$337K | – | 767 |
|
|
2023
Q2 | $337K | Buy |
12,562
+3,966
| +46% | +$107K | 0.04% | 504 |
|
|
2023
Q1 | $257K | Sell |
8,596
-3,683
| -30% | -$110K | 0.03% | 592 |
|
|
2022
Q4 | $604K | Sell |
12,279
-682
| -5% | -$33.5K | 0.07% | 353 |
|
|
2022
Q3 | $659K | Sell |
12,961
-741
| -5% | -$37.7K | 0.08% | 337 |
|
|
2022
Q2 | $697K | Buy |
+13,702
| New | +$697K | 0.07% | 339 |
|
|
2022
Q1 | – | Sell |
-3,304
| Closed | -$209K | – | 968 |
|
|
2021
Q4 | $209K | Sell |
3,304
-168
| -5% | -$10.6K | 0.02% | 799 |
|
|
2021
Q3 | $215K | Buy |
+3,472
| New | +$215K | 0.02% | 745 |
|
|
2020
Q2 | – | Sell |
-4,960
| Closed | -$229K | – | 698 |
|
|
2020
Q1 | $229K | Sell |
4,960
-30
| -0.6% | -$1.39K | 0.02% | 593 |
|
|
2019
Q4 | $259K | Sell |
4,990
-258
| -5% | -$13.4K | 0.02% | 540 |
|
|
2019
Q3 | $234K | Sell |
5,248
-2,491
| -32% | -$111K | 0.02% | 587 |
|
|
2019
Q2 | $356K | Sell |
7,739
-417
| -5% | -$19.2K | 0.03% | 461 |
|
|
2019
Q1 | $370K | Sell |
8,156
-2,249
| -22% | -$102K | 0.03% | 457 |
|
|
2018
Q4 | $424K | Sell |
10,405
-1,648
| -14% | -$67.2K | 0.03% | 468 |
|
|
2018
Q3 | $650K | Buy |
12,053
+3,093
| +35% | +$167K | 0.04% | 438 |
|
|
2018
Q2 | $472K | Buy |
+8,960
| New | +$472K | 0.03% | 580 |
|
|
2017
Q4 | – | Sell |
-6,389
| Closed | -$301K | – | 1187 |
|
|
2017
Q3 | $301K | Buy |
6,389
+580
| +10% | +$27.3K | 0.02% | 852 |
|
|
2017
Q2 | $255K | Sell |
5,809
-1,133
| -16% | -$49.7K | 0.01% | 874 |
|
|
2017
Q1 | $292K | Buy |
+6,942
| New | +$292K | 0.02% | 784 |
|