Trifecta Capital 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
Q4 | – | Sell |
-17
| Closed | -$803 | – | 424 |
|
|
2024
Q3 | $803 | Sell |
17
-9
| -35% | -$425 | ﹤0.01% | 391 |
|
|
2024
Q2 | $1.13K | Sell |
26
-6
| -19% | -$260 | ﹤0.01% | 369 |
|
|
2024
Q1 | $1.39K | Hold |
32
| – | – | ﹤0.01% | 343 |
|
|
2023
Q4 | $1.4K | Hold |
32
| – | – | ﹤0.01% | 363 |
|
|
2023
Q3 | $1.12K | Hold |
32
| – | – | ﹤0.01% | 363 |
|
|
2023
Q2 | $860 | Buy |
+32
| New | +$860 | ﹤0.01% | 383 |
|