Petrus Trust Company’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,243
| Closed | -$277K | – | 766 |
|
|
2023
Q1 | $277K | Buy |
+9,243
| New | +$277K | 0.03% | 340 |
|
|
2022
Q4 | – | Sell |
-4,995
| Closed | -$254K | – | 560 |
|
|
2022
Q3 | $254K | Buy |
+4,995
| New | +$254K | 0.04% | 113 |
|
|
2019
Q4 | – | Sell |
-5,402
| Closed | -$240K | – | 364 |
|
|
2019
Q3 | $240K | Buy |
5,402
+682
| +14% | +$30.3K | 0.04% | 162 |
|
|
2019
Q2 | $217K | Sell |
4,720
-1,181
| -20% | -$54.3K | 0.04% | 205 |
|
|
2019
Q1 | $268K | Buy |
+5,901
| New | +$268K | 0.05% | 139 |
|
|
2017
Q4 | – | Sell |
-4,773
| Closed | -$225K | – | 215 |
|
|
2017
Q3 | $225K | Buy |
+4,773
| New | +$225K | 0.05% | 139 |
|