Oak Associates’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-11,625
| Closed | -$591K | – | 162 |
|
2017
Q4 | $591K | Hold |
11,625
| – | – | 0.04% | 123 |
|
2017
Q3 | $548K | Hold |
11,625
| – | – | 0.04% | 133 |
|
2017
Q2 | $510K | Hold |
11,625
| – | – | 0.04% | 134 |
|
2017
Q1 | $488K | Hold |
11,625
| – | – | 0.04% | 133 |
|
2016
Q4 | $500K | Hold |
11,625
| – | – | 0.05% | 140 |
|
2016
Q3 | $374K | Hold |
11,625
| – | – | 0.04% | 146 |
|
2016
Q2 | $292K | Hold |
11,625
| – | – | 0.04% | 149 |
|
2016
Q1 | $281K | Hold |
11,625
| – | – | 0.03% | 148 |
|
2015
Q4 | $317K | Hold |
11,625
| – | – | 0.04% | 143 |
|
2015
Q3 | $320K | Hold |
11,625
| – | – | 0.04% | 133 |
|
2015
Q2 | $369K | Hold |
11,625
| – | – | 0.04% | 144 |
|
2015
Q1 | $314K | Hold |
11,625
| – | – | 0.04% | 151 |
|
2014
Q4 | $331K | Hold |
11,625
| – | – | 0.04% | 154 |
|
2014
Q3 | $338K | Hold |
11,625
| – | – | 0.04% | 152 |
|
2014
Q2 | $343K | Hold |
11,625
| – | – | 0.04% | 149 |
|
2014
Q1 | $360K | Hold |
11,625
| – | – | 0.04% | 148 |
|
2013
Q4 | $348K | Buy |
+11,625
| New | +$348K | 0.04% | 148 |
|
2013
Q2 | $336K | Buy |
+11,625
| New | +$336K | 0.04% | 143 |
|