North Star Investment Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11
| Closed | -$384 | – | 1294 |
|
|
2023
Q3 | $384 | Hold |
11
| – | – | ﹤0.01% | 1217 |
|
|
2023
Q2 | $295 | Hold |
11
| – | – | ﹤0.01% | 1244 |
|
|
2023
Q1 | $329 | Sell |
11
-198
| -95% | -$5.92K | ﹤0.01% | 1256 |
|
|
2022
Q4 | $10.3K | Buy |
209
+11
| +6% | +$541 | ﹤0.01% | 848 |
|
|
2022
Q3 | $10K | Sell |
198
-901
| -82% | -$45.5K | ﹤0.01% | 817 |
|
|
2022
Q2 | $56K | Hold |
1,099
| – | – | 0.01% | 530 |
|
|
2022
Q1 | $72K | Hold |
1,099
| – | – | 0.01% | 519 |
|
|
2021
Q4 | $69K | Hold |
1,099
| – | – | ﹤0.01% | 549 |
|
|
2021
Q3 | $68K | Hold |
1,099
| – | – | 0.01% | 537 |
|
|
2021
Q2 | $58K | Hold |
1,099
| – | – | ﹤0.01% | 563 |
|
|
2021
Q1 | $60K | Hold |
1,099
| – | – | 0.01% | 522 |
|
|
2020
Q4 | $48K | Sell |
1,099
-75
| -6% | -$3.28K | 0.01% | 544 |
|
|
2020
Q3 | $34K | Buy |
+1,174
| New | +$34K | ﹤0.01% | 576 |
|
|
2019
Q2 | – | Sell |
-104
| Closed | -$5K | – | 962 |
|
|
2019
Q1 | $5K | Buy |
104
+1
| +1% | +$48 | ﹤0.01% | 935 |
|
|
2018
Q4 | $4K | Hold |
103
| – | – | ﹤0.01% | 947 |
|
|
2018
Q3 | $5K | Sell |
103
-148
| -59% | -$7.18K | ﹤0.01% | 951 |
|
|
2018
Q2 | $13K | Hold |
251
| – | – | ﹤0.01% | 811 |
|
|
2018
Q1 | $13K | Buy |
251
+150
| +149% | +$7.77K | ﹤0.01% | 810 |
|
|
2017
Q4 | $5K | Hold |
101
| – | – | ﹤0.01% | 927 |
|
|
2017
Q3 | $5K | Hold |
101
| – | – | ﹤0.01% | 950 |
|
|
2017
Q2 | $4K | Buy |
101
+1
| +1% | +$40 | ﹤0.01% | 962 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 919 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 864 |
|
|
2016
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 746 |
|