Palisades Hudson Asset 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
Q1 | – | Sell |
-6,406
| Closed | -$315K | – | 103 |
|
|
2022
Q4 | $315K | Buy |
6,406
+51
| +0.8% | +$2.51K | 0.17% | 72 |
|
|
2022
Q3 | $323K | Buy |
6,355
+45
| +0.7% | +$2.29K | 0.2% | 65 |
|
|
2022
Q2 | $321K | Buy |
6,310
+42
| +0.7% | +$2.14K | 0.18% | 68 |
|
|
2022
Q1 | $411K | Buy |
6,268
+34
| +0.5% | +$2.23K | 0.19% | 65 |
|
|
2021
Q4 | $394K | Buy |
6,234
+37
| +0.6% | +$2.34K | 0.17% | 70 |
|
|
2021
Q3 | $384K | Buy |
6,197
+43
| +0.7% | +$2.67K | 0.18% | 69 |
|
|
2021
Q2 | $325K | Buy |
6,154
+36
| +0.6% | +$1.9K | 0.15% | 78 |
|
|
2021
Q1 | $336K | Hold |
6,118
| – | – | 0.16% | 73 |
|
|
2020
Q4 | $266K | Buy |
+6,118
| New | +$266K | 0.14% | 85 |
|
|
2020
Q3 | – | Sell |
-6,118
| Closed | -$208K | – | 99 |
|
|
2020
Q2 | $208K | Buy |
+6,118
| New | +$208K | 0.14% | 91 |
|
|
2020
Q1 | – | Sell |
-6,118
| Closed | -$318K | – | 111 |
|
|
2019
Q4 | $318K | Hold |
6,118
| – | – | 0.2% | 72 |
|
|
2019
Q3 | $272K | Hold |
6,118
| – | – | 0.19% | 75 |
|
|
2019
Q2 | $281K | Hold |
6,118
| – | – | 0.19% | 73 |
|
|
2019
Q1 | $278K | Hold |
6,118
| – | – | 0.18% | 72 |
|
|
2018
Q4 | $249K | Hold |
6,118
| – | – | 0.15% | 91 |
|
|
2018
Q3 | $307K | Hold |
6,118
| – | – | 0.16% | 86 |
|
|
2018
Q2 | $322K | Hold |
6,118
| – | – | 0.17% | 81 |
|
|
2018
Q1 | $323K | Hold |
6,118
| – | – | 0.18% | 80 |
|
|
2017
Q4 | $311K | Hold |
6,118
| – | – | 0.17% | 81 |
|
|
2017
Q3 | $289K | Hold |
6,118
| – | – | 0.16% | 83 |
|
|
2017
Q2 | $269K | Buy |
+6,118
| New | +$269K | 0.16% | 91 |
|