Simplicity Solutions’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,941
| Closed | -$301K | – | 1012 |
|
|
2020
Q4 | $301K | Buy |
+6,941
| New | +$301K | ﹤0.01% | 781 |
|
|
2020
Q3 | – | Sell |
-6,207
| Closed | -$211K | – | 962 |
|
|
2020
Q2 | $211K | Buy |
+6,207
| New | +$211K | ﹤0.01% | 817 |
|
|
2020
Q1 | – | Sell |
-6,557
| Closed | -$340K | – | 908 |
|
|
2019
Q4 | $340K | Buy |
+6,557
| New | +$340K | 0.01% | 635 |
|
|
2019
Q2 | – | Sell |
-21,300
| Closed | -$967K | – | 897 |
|
|
2019
Q1 | $967K | Buy |
21,300
+14,111
| +196% | +$641K | 0.06% | 258 |
|
|
2018
Q4 | $293K | Sell |
7,189
-7,836
| -52% | -$319K | 0.04% | 450 |
|
|
2018
Q3 | $754K | Sell |
15,025
-76
| -0.5% | -$3.81K | 0.04% | 200 |
|
|
2018
Q2 | $796K | Buy |
15,101
+8,212
| +119% | +$433K | 0.06% | 185 |
|
|
2018
Q1 | $363K | Buy |
6,889
+956
| +16% | +$50.4K | 0.03% | 251 |
|
|
2017
Q4 | $302K | Buy |
+5,933
| New | +$302K | 0.03% | 294 |
|
|
2017
Q3 | – | Sell |
-5,977
| Closed | -$262K | – | 398 |
|
|
2017
Q2 | $262K | Sell |
5,977
-1,818
| -23% | -$79.7K | 0.03% | 346 |
|
|
2017
Q1 | $327K | Buy |
7,795
+1,865
| +31% | +$78.2K | 0.05% | 282 |
|
|
2016
Q4 | $255K | Buy |
+5,930
| New | +$255K | 0.06% | 284 |
|