J.P. Morgan Private Wealth Advisors’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $309K | Sell |
8,870
-3,125
| -26% | -$109K | ﹤0.01% | 1462 |
|
|
2023
Q2 | $322K | Sell |
11,995
-16
| -0.1% | -$430 | ﹤0.01% | 1218 |
|
|
2023
Q1 | $359K | Buy |
12,011
+3,497
| +41% | +$105K | ﹤0.01% | 1608 |
|
|
2022
Q4 | $419K | Buy |
8,514
+1,275
| +18% | +$62.7K | ﹤0.01% | 1541 |
|
|
2022
Q3 | $368K | Sell |
7,239
-67
| -0.9% | -$3.41K | ﹤0.01% | 1573 |
|
|
2022
Q2 | $372K | Sell |
7,306
-836
| -10% | -$42.6K | ﹤0.01% | 1563 |
|
|
2022
Q1 | $534K | Sell |
8,142
-326
| -4% | -$21.4K | ﹤0.01% | 1509 |
|
|
2021
Q4 | $535K | Sell |
8,468
-270
| -3% | -$17.1K | ﹤0.01% | 1521 |
|
|
2021
Q3 | $541K | Buy |
8,738
+336
| +4% | +$20.8K | ﹤0.01% | 1470 |
|
|
2021
Q2 | $444K | Sell |
8,402
-297
| -3% | -$15.7K | ﹤0.01% | 1525 |
|
|
2021
Q1 | $478K | Sell |
8,699
-321
| -4% | -$17.6K | ﹤0.01% | 1328 |
|
|
2020
Q4 | $392K | Sell |
9,020
-173
| -2% | -$7.52K | ﹤0.01% | 1384 |
|
|
2020
Q3 | $269K | Buy |
9,193
+764
| +9% | +$22.4K | ﹤0.01% | 1403 |
|
|
2020
Q2 | $287K | Buy |
8,429
+293
| +4% | +$9.98K | ﹤0.01% | 1320 |
|
|
2020
Q1 | $218K | Buy |
8,136
+240
| +3% | +$6.43K | ﹤0.01% | 1267 |
|
|
2019
Q4 | $410K | Sell |
7,896
-4,364
| -36% | -$227K | ﹤0.01% | 1118 |
|
|
2019
Q3 | $546K | Sell |
12,260
-988
| -7% | -$44K | ﹤0.01% | 975 |
|
|
2019
Q2 | $609K | Sell |
13,248
-582
| -4% | -$26.8K | ﹤0.01% | 913 |
|
|
2019
Q1 | $628K | Sell |
13,830
-34
| -0.2% | -$1.54K | ﹤0.01% | 943 |
|
|
2018
Q4 | $565K | Sell |
13,864
-443
| -3% | -$18.1K | ﹤0.01% | 922 |
|
|
2018
Q3 | $718K | Sell |
14,307
-869
| -6% | -$43.6K | ﹤0.01% | 938 |
|
|
2018
Q2 | $799K | Buy |
15,176
+1,338
| +10% | +$70.4K | ﹤0.01% | 843 |
|
|
2018
Q1 | $730K | Buy |
13,838
+4,878
| +54% | +$257K | ﹤0.01% | 740 |
|
|
2017
Q4 | $455K | Sell |
8,960
-594
| -6% | -$30.2K | ﹤0.01% | 902 |
|
|
2017
Q3 | $451K | Buy |
9,554
+44
| +0.5% | +$2.08K | ﹤0.01% | 886 |
|
|
2017
Q2 | $418K | Sell |
9,510
-187
| -2% | -$8.22K | ﹤0.01% | 891 |
|
|
2017
Q1 | $407K | Sell |
9,697
-668
| -6% | -$28K | ﹤0.01% | 941 |
|
|
2016
Q4 | $446K | Sell |
10,365
-2,124
| -17% | -$91.4K | ﹤0.01% | 847 |
|
|
2016
Q3 | $387K | Sell |
12,489
-459
| -4% | -$14.2K | ﹤0.01% | 884 |
|
|
2016
Q2 | $325K | Buy |
12,948
+534
| +4% | +$13.4K | ﹤0.01% | 948 |
|
|
2016
Q1 | $301K | Buy |
+12,414
| New | +$301K | ﹤0.01% | 947 |
|
|
2015
Q3 | – | Sell |
-7,898
| Closed | -$251K | – | 1151 |
|
|
2015
Q2 | $251K | Sell |
7,898
-124
| -2% | -$3.94K | ﹤0.01% | 906 |
|
|
2015
Q1 | $217K | Buy |
8,022
+228
| +3% | +$6.17K | ﹤0.01% | 1011 |
|
|
2014
Q4 | $222K | Sell |
7,794
-407
| -5% | -$11.6K | ﹤0.01% | 961 |
|
|
2014
Q3 | $238K | Buy |
8,201
+629
| +8% | +$18.3K | ﹤0.01% | 921 |
|
|
2014
Q2 | $223K | Sell |
7,572
-371
| -5% | -$10.9K | ﹤0.01% | 793 |
|
|
2014
Q1 | $246K | Buy |
7,943
+118
| +2% | +$3.66K | ﹤0.01% | 765 |
|
|
2013
Q4 | $234K | Buy |
7,825
+494
| +7% | +$14.8K | ﹤0.01% | 576 |
|
|
2013
Q3 | $201K | Buy |
7,331
+280
| +4% | +$7.68K | ﹤0.01% | 602 |
|
|
2013
Q2 | $204K | Buy |
+7,051
| New | +$204K | 0.01% | 573 |
|