RHCA
Rosenthal Henry Capital Advisors’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-130
| Closed | -$4.54K | – | 43 |
|
|
2023
Q3 | $4.54K | Sell |
130
-41,000
| -100% | -$1.43M | 0.01% | 42 |
|
|
2023
Q2 | $1.1M | Sell |
41,130
-5,000
| -11% | -$134K | 1.39% | 34 |
|
|
2023
Q1 | $1.38M | Hold |
46,130
| – | – | 1.55% | 27 |
|
|
2022
Q4 | $2.27M | Sell |
46,130
-20,000
| -30% | -$983K | 2.03% | 17 |
|
|
2022
Q3 | $3.36M | Buy |
+66,130
| New | +$3.36M | 3.13% | 10 |
|
|
2022
Q1 | $4.34M | Hold |
66,130
| – | – | 3.4% | 7 |
|
|
2021
Q4 | $4.18M | Sell |
66,130
-7,720
| -10% | -$488K | 3.15% | 11 |
|
|
2021
Q3 | $4.57M | Hold |
73,850
| – | – | 3.46% | 7 |
|
|
2021
Q2 | $3.9M | Hold |
73,850
| – | – | 3.14% | 9 |
|
|
2021
Q1 | $4.06M | Buy |
73,850
+26,550
| +56% | +$1.46M | 3.28% | 10 |
|
|
2020
Q4 | $2.05M | Buy |
47,300
+1,800
| +4% | +$78.2K | 2.14% | 19 |
|
|
2020
Q3 | $1.33M | Buy |
+45,500
| New | +$1.33M | 1.69% | 26 |
|