HoyleCohen’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $535K | Buy |
12,342
+5
| +0% | +$217 | 0.04% | 184 |
|
|
2024
Q1 | $535K | Sell |
12,337
-62
| -0.5% | -$2.69K | 0.04% | 194 |
|
|
2023
Q4 | $544K | Buy |
12,399
+5
| +0% | +$219 | 0.04% | 189 |
|
|
2023
Q3 | $432K | Buy |
12,394
+72
| +0.6% | +$2.51K | 0.04% | 189 |
|
|
2023
Q2 | $331K | Sell |
12,322
-868
| -7% | -$23.3K | 0.03% | 214 |
|
|
2023
Q1 | $395K | Buy |
13,190
+166
| +1% | +$4.97K | 0.04% | 198 |
|
|
2022
Q4 | $640K | Buy |
13,024
+3
| +0% | +$147 | 0.06% | 163 |
|
|
2022
Q3 | $662K | Buy |
13,021
+3
| +0% | +$153 | 0.07% | 156 |
|
|
2022
Q2 | $663K | Buy |
13,018
+3
| +0% | +$153 | 0.07% | 160 |
|
|
2022
Q1 | $853K | Buy |
13,015
+3
| +0% | +$197 | 0.07% | 155 |
|
|
2021
Q4 | $822K | Buy |
13,012
+437
| +3% | +$27.6K | 0.07% | 160 |
|
|
2021
Q3 | $778K | Hold |
12,575
| – | – | 0.07% | 158 |
|
|
2021
Q2 | $665 | Hold |
12,575
| – | – | 0.05% | 162 |
|
|
2021
Q1 | $691K | Hold |
12,575
| – | – | 0.07% | 157 |
|
|
2020
Q4 | $546K | Sell |
12,575
-100
| -0.8% | -$4.34K | 0.06% | 154 |
|
|
2020
Q3 | $370K | Hold |
12,675
| – | – | 0.05% | 156 |
|
|
2020
Q2 | $431K | Sell |
12,675
-2,000
| -14% | -$68K | 0.07% | 134 |
|
|
2020
Q1 | $393K | Sell |
14,675
-600
| -4% | -$16.1K | 0.08% | 135 |
|
|
2019
Q4 | $793K | Hold |
15,275
| – | – | 0.13% | 118 |
|
|
2019
Q3 | $680K | Buy |
15,275
+1,100
| +8% | +$49K | 0.12% | 125 |
|
|
2019
Q2 | $652K | Buy |
14,175
+2,000
| +16% | +$92K | 0.11% | 124 |
|
|
2019
Q1 | $553K | Buy |
12,175
+400
| +3% | +$18.2K | 0.1% | 128 |
|
|
2018
Q4 | $480K | Sell |
11,775
-400
| -3% | -$16.3K | 0.1% | 124 |
|
|
2018
Q3 | $611K | Hold |
12,175
| – | – | 0.12% | 115 |
|
|
2018
Q2 | $642K | Buy |
12,175
+475
| +4% | +$25K | 0.13% | 112 |
|
|
2018
Q1 | $617K | Hold |
11,700
| – | – | 0.13% | 109 |
|
|
2017
Q4 | $595K | Buy |
+11,700
| New | +$595K | 0.12% | 111 |
|