Rowland Carmichael Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $549K | Sell |
12,633
-450
| -3% | -$19.6K | 0.17% | 133 |
|
|
2020
Q3 | $382K | Sell |
13,083
-760
| -5% | -$22.2K | 0.15% | 162 |
|
|
2020
Q2 | $471K | Sell |
13,843
-16,317
| -54% | -$555K | 0.2% | 131 |
|
|
2020
Q1 | $807K | Sell |
30,160
-301
| -1% | -$8.05K | 0.41% | 55 |
|
|
2019
Q4 | $1.58M | Sell |
30,461
-3,510
| -10% | -$182K | 0.54% | 28 |
|
|
2019
Q3 | $1.51M | Sell |
33,971
-3,867
| -10% | -$172K | 0.52% | 31 |
|
|
2019
Q2 | $1.74M | Sell |
37,838
-3,000
| -7% | -$138K | 0.6% | 27 |
|
|
2019
Q1 | $1.85M | Sell |
40,838
-57,760
| -59% | -$2.62M | 0.68% | 22 |
|
|
2018
Q4 | $4.02M | Sell |
98,598
-36,000
| -27% | -$1.47M | 1.78% | 9 |
|
|
2018
Q3 | $6.75M | Buy |
134,598
+6,304
| +5% | +$316K | 2.62% | 5 |
|
|
2018
Q2 | $6.76M | Buy |
+128,294
| New | +$6.76M | 2.87% | 4 |
|