TFO Wealth Partners’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 |
-4
| Closed | -$174 | – | 774 |
|
|
2024
Q1 | $174 | Hold |
4
| – | – | ﹤0.01% | 524 |
|
|
2023
Q4 | $175 | Hold |
4
| – | – | ﹤0.01% | 678 |
|
|
2023
Q3 | $107 | Hold |
4
| – | – | ﹤0.01% | 963 |
|
|
2023
Q2 | $107 | Hold |
4
| – | – | ﹤0.01% | 651 |
|
|
2023
Q1 | $120 | Buy |
4
+3
| +300% | +$90 | ﹤0.01% | 608 |
|
|
2022
Q4 | $27 | Buy |
+1
| New | +$27 | ﹤0.01% | 901 |
|