Pathstone Family Office’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $701K | Buy |
20,087
+6,686
| +50% | +$233K | 0.01% | 868 |
|
|
2023
Q2 | $360K | Buy |
+13,401
| New | +$360K | 0.01% | 898 |
|
|
2023
Q1 | – | Sell |
-6,212
| Closed | -$1.12M | – | 1519 |
|
|
2022
Q4 | $1.12M | Buy |
6,212
+1,446
| +30% | +$261K | 0.01% | 744 |
|
|
2022
Q3 | $242K | Buy |
+4,766
| New | +$242K | ﹤0.01% | 1280 |
|
|
2021
Q1 | – | Sell |
-11
| Closed | – | – | 1352 |
|
|
2020
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 1353 |
|
|
2020
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 1031 |
|
|
2020
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 993 |
|
|
2020
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 837 |
|
|
2019
Q2 | – | Sell |
-88
| Closed | -$4K | – | 926 |
|
|
2019
Q1 | $4K | Hold |
88
| – | – | ﹤0.01% | 659 |
|
|
2018
Q4 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 398 |
|
|
2017
Q2 | – | Sell |
-12
| Closed | -$1K | – | 660 |
|
|
2017
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 538 |
|