Lederer & Associates Investment Counsel’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,175
| Closed | -$511K | – | 90 |
|
|
2017
Q1 | $511K | Hold |
12,175
| – | – | 0.48% | 56 |
|
|
2016
Q4 | $524K | Buy |
+12,175
| New | +$524K | 0.52% | 53 |
|
|
2015
Q3 | $335K | Hold |
12,175
| – | – | 0.37% | 60 |
|
|
2015
Q2 | $386K | Hold |
12,175
| – | – | 0.4% | 56 |
|
|
2015
Q1 | $329K | Sell |
12,175
-100
| -0.8% | -$2.7K | 0.32% | 60 |
|
|
2014
Q4 | $350K | Buy |
+12,275
| New | +$350K | 0.35% | 59 |
|