INVST’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-11,680
| Closed | -$644K | – | 199 |
|
2022
Q1 | $644K | Buy |
11,680
+938
| +9% | +$51.7K | 0.11% | 94 |
|
2021
Q4 | $749K | Buy |
10,742
+4,250
| +65% | +$296K | 0.12% | 90 |
|
2021
Q3 | $402K | Sell |
6,492
-226
| -3% | -$14K | 0.06% | 128 |
|
2021
Q2 | $333K | Sell |
6,718
-405
| -6% | -$20.1K | 0.05% | 142 |
|
2021
Q1 | $397K | Sell |
7,123
-4,350
| -38% | -$242K | 0.07% | 123 |
|
2020
Q4 | $498K | Buy |
11,473
+2,165
| +23% | +$94K | 0.09% | 102 |
|
2020
Q3 | $271K | Buy |
9,308
+1,243
| +15% | +$36.2K | 0.06% | 132 |
|
2020
Q2 | $263K | Buy |
+8,065
| New | +$263K | 0.08% | 122 |
|