Tanglewood Legacy Advisors’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 |
-363
| Closed | -$15.8K | – | 299 |
|
|
2024
Q1 | $15.8K | Hold |
363
| – | – | 0.01% | 233 |
|
|
2023
Q4 | $15.9K | Hold |
363
| – | – | 0.01% | 224 |
|
|
2023
Q3 | $12.7K | Hold |
363
| – | – | 0.01% | 241 |
|
|
2023
Q2 | $9.75K | Hold |
363
| – | – | 0.01% | 244 |
|
|
2023
Q1 | $10.9K | Hold |
363
| – | – | 0.01% | 237 |
|
|
2022
Q4 | $17.8K | Buy |
+363
| New | +$17.8K | 0.01% | 192 |
|