Ropes Wealth 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
Q1 | – | Sell |
-674
| Closed | -$29K | – | 820 |
|
|
2020
Q4 | $29K | Buy |
674
+74
| +12% | +$3.18K | ﹤0.01% | 443 |
|
|
2020
Q3 | $18K | Sell |
600
-74
| -11% | -$2.22K | ﹤0.01% | 456 |
|
|
2020
Q2 | $23K | Buy |
674
+74
| +12% | +$2.53K | ﹤0.01% | 381 |
|
|
2020
Q1 | $16K | Hold |
600
| – | – | ﹤0.01% | 384 |
|
|
2019
Q4 | $31K | Hold |
600
| – | – | 0.01% | 376 |
|
|
2019
Q3 | $27K | Hold |
600
| – | – | 0.01% | 400 |
|
|
2019
Q2 | $28K | Hold |
600
| – | – | 0.01% | 397 |
|
|
2019
Q1 | $27K | Sell |
600
-50
| -8% | -$2.25K | 0.01% | 387 |
|
|
2018
Q4 | $26K | Sell |
650
-200
| -24% | -$8K | 0.01% | 357 |
|
|
2018
Q3 | $43K | Hold |
850
| – | – | 0.01% | 346 |
|
|
2018
Q2 | $45K | Hold |
850
| – | – | 0.01% | 361 |
|
|
2018
Q1 | $45K | Buy |
850
+200
| +31% | +$10.6K | 0.01% | 341 |
|
|
2017
Q4 | $33K | Hold |
650
| – | – | 0.01% | 388 |
|
|
2017
Q3 | $31K | Hold |
650
| – | – | 0.01% | 370 |
|
|
2017
Q2 | $29K | Sell |
650
-19
| -3% | -$848 | 0.01% | 376 |
|
|
2017
Q1 | $28K | Buy |
669
+19
| +3% | +$795 | 0.01% | 381 |
|
|
2016
Q4 | $28K | Hold |
650
| – | – | 0.01% | 375 |
|
|
2016
Q3 | $20K | Hold |
650
| – | – | 0.01% | 364 |
|
|
2016
Q2 | $16K | Sell |
650
-150
| -19% | -$3.69K | 0.01% | 342 |
|
|
2016
Q1 | $19K | Sell |
800
-19
| -2% | -$451 | 0.01% | 289 |
|
|
2015
Q4 | $22K | Buy |
819
+19
| +2% | +$510 | 0.01% | 303 |
|
|
2015
Q3 | $22K | Hold |
800
| – | – | 0.01% | 306 |
|
|
2015
Q2 | $25K | Hold |
800
| – | – | 0.01% | 216 |
|
|
2015
Q1 | $22K | Buy |
+800
| New | +$22K | 0.01% | 227 |
|