Greenwood Capital Associates’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,735
| Closed | -$586K | – | 198 |
|
|
2019
Q2 | $586K | Buy |
12,735
+4,250
| +50% | +$196K | 0.15% | 88 |
|
|
2019
Q1 | $385K | Sell |
8,485
-160
| -2% | -$7.26K | 0.1% | 108 |
|
|
2018
Q4 | $352K | Buy |
8,645
+695
| +9% | +$28.3K | 0.09% | 122 |
|
|
2018
Q3 | $399K | Buy |
7,950
+605
| +8% | +$30.4K | 0.09% | 128 |
|
|
2018
Q2 | $387K | Buy |
7,345
+100
| +1% | +$5.27K | 0.09% | 122 |
|
|
2018
Q1 | $382K | Buy |
7,245
+2,400
| +50% | +$127K | 0.09% | 120 |
|
|
2017
Q4 | $246K | Sell |
4,845
-360
| -7% | -$18.3K | 0.06% | 173 |
|
|
2017
Q3 | $246K | Sell |
5,205
-90
| -2% | -$4.25K | 0.06% | 156 |
|
|
2017
Q2 | $233K | Buy |
5,295
+295
| +6% | +$13K | 0.06% | 165 |
|
|
2017
Q1 | $210K | Buy |
+5,000
| New | +$210K | 0.06% | 188 |
|
|
2015
Q4 | – | Sell |
-9,120
| Closed | -$251K | – | 178 |
|
|
2015
Q3 | $251K | Buy |
9,120
+2,600
| +40% | +$71.6K | 0.09% | 124 |
|
|
2015
Q2 | $206K | Buy |
+6,520
| New | +$206K | 0.06% | 152 |
|