Institutional & Family Asset Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-330
| Closed | -$20K | – | 950 |
|
|
2021
Q3 | $20K | Hold |
330
| – | – | ﹤0.01% | 454 |
|
|
2021
Q2 | $17K | Hold |
330
| – | – | ﹤0.01% | 503 |
|
|
2021
Q1 | $18K | Hold |
330
| – | – | ﹤0.01% | 497 |
|
|
2020
Q4 | $14K | Hold |
330
| – | – | ﹤0.01% | 490 |
|
|
2020
Q3 | $10K | Hold |
330
| – | – | ﹤0.01% | 492 |
|
|
2020
Q2 | $11K | Hold |
330
| – | – | ﹤0.01% | 477 |
|
|
2020
Q1 | $9K | Hold |
330
| – | – | ﹤0.01% | 470 |
|
|
2019
Q4 | $17K | Hold |
330
| – | – | ﹤0.01% | 441 |
|
|
2019
Q3 | $15K | Hold |
330
| – | – | ﹤0.01% | 433 |
|
|
2019
Q2 | $15K | Hold |
330
| – | – | ﹤0.01% | 454 |
|
|
2019
Q1 | $15K | Hold |
330
| – | – | ﹤0.01% | 454 |
|
|
2018
Q4 | $13K | Hold |
330
| – | – | ﹤0.01% | 440 |
|
|
2018
Q3 | $17K | Hold |
330
| – | – | ﹤0.01% | 457 |
|
|
2018
Q2 | $17K | Hold |
330
| – | – | ﹤0.01% | 455 |
|
|
2018
Q1 | $17K | Buy |
+330
| New | +$17K | ﹤0.01% | 438 |
|