Harvey Capital Management’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 |
-7,250
| Closed | -$333K | – | 80 |
|
2019
Q2 | $333K | Sell |
7,250
-400
| -5% | -$18.4K | 0.16% | 65 |
|
2019
Q1 | $347K | Sell |
7,650
-29,885
| -80% | -$1.36M | 0.17% | 64 |
|
2018
Q4 | $1.53M | Sell |
37,535
-55,090
| -59% | -$2.24M | 0.81% | 34 |
|
2018
Q3 | $4.65M | Sell |
92,625
-5,400
| -6% | -$271K | 1.85% | 21 |
|
2018
Q2 | $5.16M | Sell |
98,025
-800
| -0.8% | -$42.1K | 2.05% | 20 |
|
2018
Q1 | $5.21M | Buy |
98,825
+16,800
| +20% | +$886K | 1.95% | 21 |
|
2017
Q4 | $4.17M | Buy |
+82,025
| New | +$4.17M | 1.51% | 27 |
|