James Investment Research’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 |
-1,138
| Closed | -$70K | – | 532 |
|
|
2021
Q3 | $70K | Sell |
1,138
-5,663
| -83% | -$348K | 0.01% | 353 |
|
|
2021
Q2 | $360K | Sell |
6,801
-87
| -1% | -$4.61K | 0.03% | 238 |
|
|
2021
Q1 | $379K | Buy |
6,888
+3,946
| +134% | +$217K | 0.03% | 225 |
|
|
2020
Q4 | $128K | Buy |
+2,942
| New | +$128K | 0.01% | 303 |
|
|
2019
Q4 | – | Sell |
-31
| Closed | -$1K | – | 567 |
|
|
2019
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 568 |
|
|
2019
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 662 |
|
|
2019
Q1 | $1K | Sell |
31
-26,000
| -100% | -$839K | ﹤0.01% | 818 |
|
|
2018
Q4 | $1.06M | Buy |
+26,031
| New | +$1.06M | 0.07% | 310 |
|
|
2018
Q3 | – | Sell |
-35,260
| Closed | -$1.86M | – | 866 |
|
|
2018
Q2 | $1.86M | Sell |
35,260
-1,010
| -3% | -$53.2K | 0.07% | 406 |
|
|
2018
Q1 | $1.91M | Buy |
+36,270
| New | +$1.91M | 0.07% | 338 |
|
|
2017
Q4 | – | Sell |
-36,500
| Closed | -$1.72M | – | 861 |
|
|
2017
Q3 | $1.72M | Buy |
+36,500
| New | +$1.72M | 0.06% | 351 |
|