Sowell Financial Services’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-10,872
| Closed | -$643K | – | 2812 |
|
2021
Q1 | $643K | Sell |
10,872
-638
| -6% | -$37.7K | 0.02% | 550 |
|
2020
Q4 | $500K | Buy |
11,510
+2,267
| +25% | +$98.5K | 0.02% | 528 |
|
2020
Q3 | $270K | Buy |
9,243
+183
| +2% | +$5.35K | 0.01% | 648 |
|
2020
Q2 | $308K | Buy |
9,060
+1,790
| +25% | +$60.9K | 0.02% | 587 |
|
2020
Q1 | $195K | Buy |
7,270
+1,989
| +38% | +$53.4K | 0.01% | 655 |
|
2019
Q4 | $274K | Buy |
5,281
+5,153
| +4,026% | +$267K | 0.02% | 612 |
|
2019
Q3 | $6K | Buy |
+128
| New | +$6K | ﹤0.01% | 1724 |
|