SFS
ZION icon

Sowell Financial Services’s Zions Bancorporation ZION Stock Holding History

Sowell Financial Services’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,872
Closed -$643K – 2811
2021
Q1 		$643K Sell
10,872
-638
-6% -$32.9K 0.02% 550
2020
Q4 		$500K Buy
11,510
+2,267
+25% +$83.8K 0.02% 528
2020
Q3 		$270K Buy
9,243
+183
+2% +$5.9K 0.01% 648
2020
Q2 		$308K Buy
9,060
+1,790
+25% +$56.7K 0.02% 587
2020
Q1 		$195K Buy
7,270
+1,989
+38% +$81.9K 0.01% 655
2019
Q4 		$274K Buy
5,281
+5,153
+4,026% +$250K 0.02% 612
2019
Q3 		$6K Buy
+128
New +$5.53K ﹤0.01% 1724

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