Glassman Wealth Services’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-875
| Closed | -$38.4K | – | 1888 |
|
|
2023
Q4 | $38.4K | Buy |
875
+201
| +30% | +$8.82K | 0.01% | 518 |
|
|
2023
Q3 | $23.5K | Sell |
674
-6
| -0.9% | -$209 | ﹤0.01% | 622 |
|
|
2023
Q2 | $18.3K | Buy |
680
+334
| +97% | +$8.97K | ﹤0.01% | 645 |
|
|
2023
Q1 | $10.4K | Buy |
346
+98
| +40% | +$2.93K | ﹤0.01% | 807 |
|
|
2022
Q4 | $12.2K | Buy |
248
+71
| +40% | +$3.49K | ﹤0.01% | 777 |
|
|
2022
Q3 | $9K | Sell |
177
-79
| -31% | -$4.02K | ﹤0.01% | 847 |
|
|
2022
Q2 | $13K | Buy |
256
+64
| +33% | +$3.25K | ﹤0.01% | 743 |
|
|
2022
Q1 | $13K | Buy |
192
+19
| +11% | +$1.29K | ﹤0.01% | 769 |
|
|
2021
Q4 | $11K | Buy |
173
+21
| +14% | +$1.34K | ﹤0.01% | 775 |
|
|
2021
Q3 | $9K | Buy |
152
+2
| +1% | +$118 | ﹤0.01% | 806 |
|
|
2021
Q2 | $8K | Buy |
150
+8
| +6% | +$427 | ﹤0.01% | 817 |
|
|
2021
Q1 | $8K | Sell |
142
-6
| -4% | -$338 | ﹤0.01% | 781 |
|
|
2020
Q4 | $6K | Hold |
148
| – | – | ﹤0.01% | 844 |
|
|
2020
Q3 | $4K | Buy |
148
+13
| +10% | +$351 | ﹤0.01% | 860 |
|
|
2020
Q2 | $5K | Buy |
135
+99
| +275% | +$3.67K | ﹤0.01% | 645 |
|
|
2020
Q1 | $1K | Buy |
36
+12
| +50% | +$333 | ﹤0.01% | 1028 |
|
|
2019
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1081 |
|
|
2019
Q3 | $1K | Buy |
24
+6
| +33% | +$250 | ﹤0.01% | 956 |
|
|
2019
Q2 | $1K | Buy |
18
+4
| +29% | +$222 | ﹤0.01% | 960 |
|
|
2019
Q1 | $1K | Sell |
14
-50
| -78% | -$3.57K | ﹤0.01% | 928 |
|
|
2018
Q4 | $3K | Buy |
64
+45
| +237% | +$2.11K | ﹤0.01% | 512 |
|
|
2018
Q3 | $1K | Sell |
19
-13
| -41% | -$684 | ﹤0.01% | 759 |
|
|
2018
Q2 | $2K | Buy |
32
+13
| +68% | +$813 | ﹤0.01% | 595 |
|
|
2018
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 688 |
|
|
2017
Q4 | $1K | Buy |
19
+5
| +36% | +$263 | ﹤0.01% | 630 |
|
|
2017
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 517 |
|
|
2017
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 508 |
|
|
2017
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 538 |
|
|
2016
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 588 |
|
|
2016
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 600 |
|