Howe & Rusling’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-158
| Closed | -$8K | – | 895 |
|
|
2019
Q4 | $8K | Sell |
158
-58
| -27% | -$2.94K | ﹤0.01% | 498 |
|
|
2019
Q3 | $10K | Buy |
216
+46
| +27% | +$2.13K | ﹤0.01% | 474 |
|
|
2019
Q2 | $8K | Buy |
170
+14
| +9% | +$659 | ﹤0.01% | 477 |
|
|
2019
Q1 | $7K | Buy |
+156
| New | +$7K | ﹤0.01% | 500 |
|
|
2017
Q3 | – | Sell |
-247
| Closed | -$11K | – | 991 |
|
|
2017
Q2 | $11K | Buy |
247
+13
| +6% | +$579 | ﹤0.01% | 468 |
|
|
2017
Q1 | $10K | Sell |
234
-29
| -11% | -$1.24K | ﹤0.01% | 510 |
|
|
2016
Q4 | $11K | Sell |
263
-24
| -8% | -$1K | ﹤0.01% | 487 |
|
|
2016
Q3 | $9K | Sell |
287
-200
| -41% | -$6.27K | ﹤0.01% | 546 |
|
|
2016
Q2 | $12K | Buy |
487
+60
| +14% | +$1.48K | ﹤0.01% | 452 |
|
|
2016
Q1 | $10K | Buy |
427
+33
| +8% | +$773 | ﹤0.01% | 534 |
|
|
2015
Q4 | $11K | Buy |
394
+80
| +25% | +$2.23K | ﹤0.01% | 484 |
|
|
2015
Q3 | $9K | Buy |
314
+167
| +114% | +$4.79K | ﹤0.01% | 525 |
|
|
2015
Q2 | $5K | Buy |
147
+67
| +84% | +$2.28K | ﹤0.01% | 664 |
|
|
2015
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 800 |
|
|
2014
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 797 |
|
|
2014
Q3 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 768 |
|