LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23K | Hold |
120
| – | – | ﹤0.01% | 491 |
|
|
2025
Q1 | $5.32K | Hold |
120
| – | – | ﹤0.01% | 504 |
|
|
2024
Q4 | $6.94K | Hold |
120
| – | – | ﹤0.01% | 500 |
|
|
2024
Q3 | $6.26K | Hold |
120
| – | – | ﹤0.01% | 516 |
|
|
2024
Q2 | $6.03K | Hold |
120
| – | – | ﹤0.01% | 515 |
|
|
2024
Q1 | $4.96K | Hold |
120
| – | – | ﹤0.01% | 526 |
|
|
2023
Q4 | $5.03K | Hold |
120
| – | – | ﹤0.01% | 521 |
|
|
2023
Q3 | $3.99K | Hold |
120
| – | – | ﹤0.01% | 563 |
|
|
2023
Q2 | $3.22K | Hold |
120
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $3.59K | Hold |
120
| – | – | ﹤0.01% | 558 |
|
|
2022
Q4 | $5.9K | Hold |
120
| – | – | ﹤0.01% | 524 |
|
|
2022
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 548 |
|
|
2022
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 569 |
|
|
2022
Q1 | $8K | Sell |
120
-340
| -74% | -$22.7K | ﹤0.01% | 562 |
|
|
2021
Q4 | $29K | Hold |
460
| – | – | ﹤0.01% | 513 |
|
|
2021
Q3 | $28K | Hold |
460
| – | – | ﹤0.01% | 504 |
|
|
2021
Q2 | $24K | Buy |
+460
| New | +$24K | ﹤0.01% | 529 |
|
|
2021
Q1 | – | Sell |
-720
| Closed | -$31K | – | 728 |
|
|
2020
Q4 | $31K | Buy |
+720
| New | +$31K | ﹤0.01% | 468 |
|
|
2019
Q4 | – | Sell |
-35
| Closed | -$2K | – | 729 |
|
|
2019
Q3 | $2K | Sell |
35
-77
| -69% | -$4.4K | ﹤0.01% | 652 |
|
|
2019
Q2 | $5K | Hold |
112
| – | – | ﹤0.01% | 618 |
|
|
2019
Q1 | $5K | Buy |
112
+77
| +220% | +$3.44K | ﹤0.01% | 596 |
|
|
2018
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 684 |
|
|
2018
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 618 |
|
|
2018
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 629 |
|
|
2018
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 678 |
|
|
2017
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 670 |
|
|
2017
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 676 |
|