Reilly 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-500
| Closed | -$26K | – | 1078 |
|
2021
Q2 | $26K | Hold |
500
| – | – | ﹤0.01% | 488 |
|
2021
Q1 | $27K | Hold |
500
| – | – | ﹤0.01% | 484 |
|
2020
Q4 | $22K | Hold |
500
| – | – | ﹤0.01% | 481 |
|
2020
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 502 |
|
2020
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 485 |
|
2020
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 511 |
|
2019
Q4 | $26K | Hold |
500
| – | – | ﹤0.01% | 451 |
|
2019
Q3 | $22K | Hold |
500
| – | – | ﹤0.01% | 490 |
|
2019
Q2 | $23K | Hold |
500
| – | – | ﹤0.01% | 506 |
|
2019
Q1 | $23K | Hold |
500
| – | – | ﹤0.01% | 500 |
|
2018
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 496 |
|
2018
Q3 | $25K | Hold |
500
| – | – | ﹤0.01% | 506 |
|
2018
Q2 | $26K | Hold |
500
| – | – | ﹤0.01% | 440 |
|
2018
Q1 | $26K | Sell |
500
-93
| -16% | -$4.84K | ﹤0.01% | 420 |
|
2017
Q4 | $30K | Hold |
593
| – | – | ﹤0.01% | 416 |
|
2017
Q3 | $28K | Hold |
593
| – | – | ﹤0.01% | 416 |
|
2017
Q2 | $26K | Hold |
593
| – | – | ﹤0.01% | 443 |
|
2017
Q1 | $25K | Buy |
+593
| New | +$25K | ﹤0.01% | 436 |
|
2015
Q4 | – | Sell |
-187
| Closed | -$5K | – | 1140 |
|
2015
Q3 | $5K | Hold |
187
| – | – | ﹤0.01% | 969 |
|
2015
Q2 | $6K | Hold |
187
| – | – | ﹤0.01% | 1026 |
|
2015
Q1 | $5K | Buy |
+187
| New | +$5K | ﹤0.01% | 1022 |
|