Tarbox Family Office’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-125
| Closed | -$8K | – | 1010 |
|
|
2022
Q1 | $8K | Hold |
125
| – | – | ﹤0.01% | 423 |
|
|
2021
Q4 | $8K | Hold |
125
| – | – | ﹤0.01% | 505 |
|
|
2021
Q3 | $8K | Hold |
125
| – | – | ﹤0.01% | 539 |
|
|
2021
Q2 | $7K | Hold |
125
| – | – | ﹤0.01% | 568 |
|
|
2021
Q1 | $7K | Hold |
125
| – | – | ﹤0.01% | 490 |
|
|
2020
Q4 | $5K | Hold |
125
| – | – | ﹤0.01% | 552 |
|
|
2020
Q3 | $4K | Hold |
125
| – | – | ﹤0.01% | 568 |
|
|
2020
Q2 | $4K | Sell |
125
-189
| -60% | -$5.98K | ﹤0.01% | 571 |
|
|
2020
Q1 | $8K | Buy |
314
+179
| +133% | +$7.37K | ﹤0.01% | 364 |
|
|
2019
Q4 | $7K | Hold |
135
| – | – | ﹤0.01% | 445 |
|
|
2019
Q3 | $6K | Hold |
135
| – | – | ﹤0.01% | 443 |
|
|
2019
Q2 | $6K | Buy |
135
+66
| +96% | +$3.05K | ﹤0.01% | 424 |
|
|
2019
Q1 | $3K | Hold |
69
| – | – | ﹤0.01% | 476 |
|
|
2018
Q4 | $3K | Buy |
69
+10
| +17% | +$466 | ﹤0.01% | 457 |
|
|
2018
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 478 |
|
|
2018
Q2 | $3K | Sell |
59
-2
| -3% | -$110 | ﹤0.01% | 466 |
|
|
2018
Q1 | $3K | Hold |
61
| – | – | ﹤0.01% | 477 |
|
|
2017
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 463 |
|
|
2017
Q3 | $3K | Hold |
61
| – | – | ﹤0.01% | 460 |
|
|
2017
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 447 |
|
|
2017
Q1 | $3K | Hold |
61
| – | – | ﹤0.01% | 448 |
|
|
2016
Q4 | $3K | Sell |
61
-13
| -18% | -$479 | ﹤0.01% | 411 |
|
|
2016
Q3 | $2K | Hold |
74
| – | – | ﹤0.01% | 463 |
|
|
2016
Q2 | $2K | Sell |
74
-5
| -6% | -$133 | ﹤0.01% | 453 |
|
|
2016
Q1 | $2K | Buy |
+79
| New | +$1.82K | ﹤0.01% | 463 |
|
|
2014
Q4 | – | Sell |
-12
| Closed | – | – | 588 |
|
|
2014
Q3 | $0 | Buy |
+12
| New | +$348 | ﹤0.01% | 580 |
|
|
2014
Q2 | – | Sell |
-5,020
| Closed | -$159K | – | 543 |
|
|
2014
Q1 | $159K | Sell |
5,020
-1,007
| -17% | -$30.6K | 0.14% | 59 |
|
|
2013
Q4 | $181K | Buy |
+6,027
| New | +$173K | 0.15% | 57 |
|
Other funds holding ZION
