IMS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-250
| Closed | -$13K | – | 356 |
|
|
2018
Q3 | $13K | Buy |
+250
| New | +$13K | 0.01% | 294 |
|
|
2015
Q1 | – | Sell |
-25,030
| Closed | -$714K | – | 164 |
|
|
2014
Q4 | $714K | Hold |
25,030
| – | – | 0.82% | 45 |
|
|
2014
Q3 | $727K | Hold |
25,030
| – | – | 0.84% | 43 |
|
|
2014
Q2 | $738K | Sell |
25,030
-11,600
| -32% | -$342K | 0.8% | 49 |
|
|
2014
Q1 | $1.14M | Buy |
36,630
+13,000
| +55% | +$403K | 1.34% | 10 |
|
|
2013
Q4 | $708K | Buy |
23,630
+620
| +3% | +$18.6K | 0.89% | 51 |
|
|
2013
Q3 | $631K | Buy |
+23,010
| New | +$631K | 0.87% | 50 |
|