HM Payson & Co’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23
| Closed | -$1.09K | – | 1161 |
|
|
2024
Q3 | $1.09K | Buy |
+23
| New | +$1.09K | ﹤0.01% | 1018 |
|
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$40.3K | – | 1056 |
|
|
2023
Q2 | $40.3K | Hold |
1,500
| – | – | ﹤0.01% | 620 |
|
|
2023
Q1 | $44.9K | Sell |
1,500
-30
| -2% | -$898 | ﹤0.01% | 595 |
|
|
2022
Q4 | $75.2K | Hold |
1,530
| – | – | ﹤0.01% | 506 |
|
|
2022
Q3 | $78K | Hold |
1,530
| – | – | ﹤0.01% | 509 |
|
|
2022
Q2 | $78K | Hold |
1,530
| – | – | ﹤0.01% | 513 |
|
|
2022
Q1 | $100K | Hold |
1,530
| – | – | ﹤0.01% | 492 |
|
|
2021
Q4 | $97K | Hold |
1,530
| – | – | ﹤0.01% | 502 |
|
|
2021
Q3 | $95K | Hold |
1,530
| – | – | ﹤0.01% | 488 |
|
|
2021
Q2 | $81K | Hold |
1,530
| – | – | ﹤0.01% | 512 |
|
|
2021
Q1 | $84K | Buy |
1,530
+30
| +2% | +$1.65K | ﹤0.01% | 512 |
|
|
2020
Q4 | $65K | Hold |
1,500
| – | – | ﹤0.01% | 557 |
|
|
2020
Q3 | $44K | Hold |
1,500
| – | – | ﹤0.01% | 588 |
|
|
2020
Q2 | $51K | Sell |
1,500
-70
| -4% | -$2.38K | ﹤0.01% | 524 |
|
|
2020
Q1 | $42K | Sell |
1,570
-100
| -6% | -$2.68K | ﹤0.01% | 526 |
|
|
2019
Q4 | $87K | Hold |
1,670
| – | – | ﹤0.01% | 491 |
|
|
2019
Q3 | $74K | Buy |
1,670
+1,100
| +193% | +$48.7K | ﹤0.01% | 530 |
|
|
2019
Q2 | $26K | Buy |
+570
| New | +$26K | ﹤0.01% | 700 |
|