Shikiar Asset Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,000
| Closed | -$217K | – | 74 |
|
2024
Q1 | $217K | Buy |
+5,000
| New | +$217K | 0.06% | 70 |
|
2014
Q2 | – | Sell |
-8,500
| Closed | -$263K | – | 117 |
|
2014
Q1 | $263K | Sell |
8,500
-1,500
| -15% | -$46.4K | 0.12% | 102 |
|
2013
Q4 | $300K | Hold |
10,000
| – | – | 0.13% | 85 |
|
2013
Q3 | $274K | Hold |
10,000
| – | – | 0.14% | 83 |
|
2013
Q2 | $289K | Buy |
+10,000
| New | +$289K | 0.14% | 83 |
|