Greenleaf Trust’s Zions Bancorporation ZION Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,555
Closed -$376K 806
2023
Q1
$376K Sell
12,555
-226
-2% -$6.76K ﹤0.01% 532
2022
Q4
$628K Sell
12,781
-159
-1% -$7.81K 0.01% 378
2022
Q3
$658K Buy
12,940
+395
+3% +$20.1K 0.01% 331
2022
Q2
$639K Sell
12,545
-318
-2% -$16.2K 0.01% 327
2022
Q1
$843K Sell
12,863
-58
-0.4% -$3.8K 0.01% 277
2021
Q4
$816K Sell
12,921
-17
-0.1% -$1.07K 0.01% 296
2021
Q3
$801K Buy
12,938
+563
+5% +$34.9K 0.01% 276
2021
Q2
$654K Buy
12,375
+145
+1% +$7.66K 0.01% 324
2021
Q1
$672K Buy
12,230
+893
+8% +$49.1K 0.01% 300
2020
Q4
$492K Buy
11,337
+319
+3% +$13.8K 0.01% 342
2020
Q3
$322K Sell
11,018
-1
-0% -$29 0.01% 397
2020
Q2
$375K Buy
11,019
+1,131
+11% +$38.5K 0.01% 357
2020
Q1
$265K Buy
+9,888
New +$265K 0.01% 364