Plante Moran Financial Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-103
| Closed | -$5K | – | 987 |
|
|
2018
Q1 | $5K | Buy |
+103
| New | +$5K | ﹤0.01% | 736 |
|
|
2014
Q3 | – | Sell |
-89
| Closed | -$3K | – | 863 |
|
|
2014
Q2 | $3K | Hold |
89
| – | – | ﹤0.01% | 738 |
|
|
2014
Q1 | $3K | Sell |
89
-778
| -90% | -$26.2K | ﹤0.01% | 540 |
|
|
2013
Q4 | $26K | Buy |
867
+778
| +874% | +$23.3K | 0.01% | 319 |
|
|
2013
Q3 | $2K | Buy |
89
+21
| +31% | +$472 | ﹤0.01% | 572 |
|
|
2013
Q2 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 554 |
|