LTI
Laffer Tengler Investments’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,740
| Closed | -$154K | – | 402 |
|
|
2023
Q2 | $154K | Buy |
5,740
+19
| +0.3% | +$510 | 0.04% | 221 |
|
|
2023
Q1 | $171K | Sell |
5,721
-359
| -6% | -$10.7K | 0.05% | 208 |
|
|
2022
Q4 | $299K | Buy |
+6,080
| New | +$299K | 0.09% | 171 |
|
|
2019
Q2 | – | Sell |
-43,988
| Closed | -$2M | – | 183 |
|
|
2019
Q1 | $2M | Hold |
43,988
| – | – | 0.54% | 93 |
|
|
2018
Q4 | $1.79M | Hold |
43,988
| – | – | 0.53% | 95 |
|
|
2018
Q3 | $2.21M | Hold |
43,988
| – | – | 0.55% | 95 |
|
|
2018
Q2 | $2.32M | Hold |
43,988
| – | – | 0.59% | 86 |
|
|
2018
Q1 | $2.32M | Buy |
43,988
+7,843
| +22% | +$414K | 0.58% | 82 |
|
|
2017
Q4 | $1.84M | Hold |
36,145
| – | – | 0.46% | 112 |
|
|
2017
Q3 | $1.71M | Sell |
36,145
-2,620
| -7% | -$124K | 0.45% | 117 |
|
|
2017
Q2 | $1.7M | Hold |
38,765
| – | – | 0.43% | 130 |
|
|
2017
Q1 | $1.63M | Hold |
38,765
| – | – | 0.43% | 130 |
|
|
2016
Q4 | $1.67M | Buy |
+38,765
| New | +$1.67M | 0.45% | 116 |
|
|
2016
Q2 | – | Sell |
-51,144
| Closed | -$1.24M | – | 276 |
|
|
2016
Q1 | $1.24M | Buy |
+51,144
| New | +$1.24M | 0.34% | 141 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 131 |
|
|
2015
Q3 | – | Sell |
-51,144
| Closed | -$1.62M | – | 132 |
|
|
2015
Q2 | $1.62M | Buy |
+51,144
| New | +$1.62M | 0.39% | 123 |
|