Insight Wealth Strategies’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41,850
| Closed | -$1.84M | – | 183 |
|
|
2023
Q4 | $1.84M | Buy |
41,850
+8,272
| +25% | +$363K | 0.3% | 79 |
|
|
2023
Q3 | $1.17M | Buy |
33,578
+5,802
| +21% | +$202K | 0.23% | 94 |
|
|
2023
Q2 | $746K | Buy |
27,776
+1,243
| +5% | +$33.4K | 0.14% | 101 |
|
|
2023
Q1 | $794K | Buy |
26,533
+1,844
| +7% | +$55.2K | 0.16% | 97 |
|
|
2022
Q4 | $1.21M | Buy |
24,689
+841
| +4% | +$41.3K | 0.23% | 78 |
|
|
2022
Q3 | $1.21M | Hold |
23,848
| – | – | 0.23% | 84 |
|
|
2022
Q2 | $1.21M | Buy |
23,848
+2,287
| +11% | +$116K | 0.23% | 84 |
|
|
2022
Q1 | $1.41M | Buy |
+21,561
| New | +$1.41M | 0.21% | 83 |
|