Towerpoint Wealth’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-51,642
| Closed | -$51.6K | – | 90 |
|
|
2022
Q4 | $51.6K | Hold |
51,642
| – | – | 0.03% | 83 |
|
|
2022
Q3 | $52K | Hold |
51,642
| – | – | 0.03% | 82 |
|
|
2022
Q2 | $52K | Hold |
51,642
| – | – | 0.03% | 86 |
|
|
2022
Q1 | $52K | Hold |
51,642
| – | – | 0.03% | 89 |
|
|
2021
Q4 | $52K | Hold |
51,642
| – | – | 0.02% | 83 |
|
|
2021
Q3 | $52K | Buy |
51,642
+928
| +2% | +$934 | 0.03% | 78 |
|
|
2021
Q2 | $51K | Hold |
50,714
| – | – | 0.03% | 78 |
|
|
2021
Q1 | $51K | Buy |
50,714
+17,814
| +54% | +$17.9K | 0.02% | 75 |
|
|
2020
Q4 | $33K | Hold |
32,900
| – | – | 0.02% | 74 |
|
|
2020
Q3 | $33K | Sell |
32,900
-17,107
| -34% | -$17.2K | 0.02% | 66 |
|
|
2020
Q2 | $50K | Buy |
50,007
+7
| +0% | +$7 | 0.03% | 63 |
|
|
2020
Q1 | $50K | Hold |
50,000
| – | – | 0.04% | 56 |
|
|
2019
Q4 | $50K | Hold |
50,000
| – | – | 0.03% | 57 |
|
|
2019
Q3 | $50K | Hold |
50,000
| – | – | 0.03% | 66 |
|
|
2019
Q2 | $50K | Buy |
+50,000
| New | +$50K | 0.04% | 53 |
|