OTA Financial Group’s Zions Bancorporation N.A. Warrants ZIONW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-507,021
| Closed | -$9.89M | – | 83 |
|
2019
Q4 | $9.89M | Buy |
507,021
+235,349
| +87% | +$4.59M | 6.6% | 5 |
|
2019
Q3 | $3.21M | Buy |
271,672
+39,209
| +17% | +$463K | 2.64% | 8 |
|
2019
Q2 | $3.09M | Buy |
232,463
+87,975
| +61% | +$1.17M | 2.41% | 8 |
|
2019
Q1 | $1.88M | Sell |
144,488
-5,597
| -4% | -$72.7K | 1.61% | 14 |
|
2018
Q4 | $1.41M | Sell |
150,085
-83,389
| -36% | -$783K | 0.66% | 15 |
|
2018
Q3 | $4.74M | Hold |
233,474
| – | – | 1.96% | 7 |
|
2018
Q2 | $4.74M | Buy |
233,474
+95,202
| +69% | +$1.93M | 1.81% | 8 |
|
2018
Q1 | $2.81M | Buy |
138,272
+109,428
| +379% | +$2.22M | 0.94% | 15 |
|
2017
Q4 | $540K | Buy |
+28,844
| New | +$540K | 0.21% | 39 |
|