OneDigital Investment Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,553
| Closed | -$233K | – | 792 |
|
|
2022
Q1 | $233K | Buy |
+3,553
| New | +$233K | 0.01% | 659 |
|
|
2019
Q3 | – | Sell |
-315
| Closed | -$14K | – | 1136 |
|
|
2019
Q2 | $14K | Hold |
315
| – | – | ﹤0.01% | 874 |
|
|
2019
Q1 | $14K | Sell |
315
-20
| -6% | -$889 | ﹤0.01% | 814 |
|
|
2018
Q4 | $14K | Buy |
335
+25
| +8% | +$1.05K | ﹤0.01% | 786 |
|
|
2018
Q3 | $16K | Hold |
310
| – | – | ﹤0.01% | 729 |
|
|
2018
Q2 | $16K | Sell |
310
-8
| -3% | -$413 | ﹤0.01% | 903 |
|
|
2018
Q1 | $17K | Buy |
318
+14
| +5% | +$748 | ﹤0.01% | 875 |
|
|
2017
Q4 | $15K | Sell |
304
-9
| -3% | -$444 | ﹤0.01% | 889 |
|
|
2017
Q3 | $15K | Hold |
313
| – | – | 0.01% | 737 |
|
|
2017
Q2 | $14K | Buy |
+313
| New | +$14K | ﹤0.01% | 868 |
|