Gideon Capital Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,772
| Closed | -$1.03M | – | 222 |
|
|
2019
Q4 | $1.03M | Buy |
19,772
+12,675
| +179% | +$658K | 0.35% | 111 |
|
|
2019
Q3 | $316K | Sell |
7,097
-3,574
| -33% | -$159K | 0.1% | 225 |
|
|
2019
Q2 | $491K | Sell |
10,671
-26,769
| -71% | -$1.23M | 0.17% | 178 |
|
|
2019
Q1 | $1.7M | Buy |
37,440
+24,680
| +193% | +$1.12M | 0.61% | 34 |
|
|
2018
Q4 | $520K | Buy |
+12,760
| New | +$520K | 0.21% | 146 |
|
|
2016
Q3 | – | Sell |
-62,973
| Closed | -$1.58M | – | 291 |
|
|
2016
Q2 | $1.58M | Buy |
+62,973
| New | +$1.58M | 0.92% | 28 |
|
|
2016
Q1 | – | Sell |
-39,303
| Closed | -$1.07M | – | 243 |
|
|
2015
Q4 | $1.07M | Sell |
39,303
-3,248
| -8% | -$88.7K | 0.78% | 50 |
|
|
2015
Q3 | $1.17M | Buy |
42,551
+23,218
| +120% | +$640K | 0.69% | 50 |
|
|
2015
Q2 | $614K | Buy |
+19,333
| New | +$614K | 0.25% | 123 |
|
|
2014
Q3 | – | Sell |
-48,916
| Closed | -$1.44M | – | 375 |
|
|
2014
Q2 | $1.44M | Buy |
+48,916
| New | +$1.44M | 0.52% | 68 |
|