TrinityPoint Wealth’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 | $217K | Sell |
3,998
-354
| -8% | -$19.2K | 0.03% | 310 |
|
|
2024
Q3 | $206K | Buy |
+4,352
| New | +$206K | 0.03% | 315 |
|
|
2024
Q1 | – | Sell |
-4,906
| Closed | -$215K | – | 319 |
|
|
2023
Q4 | $215K | Sell |
4,906
-862
| -15% | -$37.8K | 0.04% | 280 |
|
|
2023
Q3 | $201K | Buy |
+5,768
| New | +$201K | 0.04% | 276 |
|
|
2023
Q2 | – | Sell |
-26,731
| Closed | -$800K | – | 292 |
|
|
2023
Q1 | $800K | Sell |
26,731
-461
| -2% | -$13.8K | 0.17% | 126 |
|
|
2022
Q4 | $1.34M | Sell |
27,192
-4,313
| -14% | -$212K | 0.3% | 89 |
|
|
2022
Q3 | $1.6M | Buy |
31,505
+26
| +0.1% | +$1.32K | 0.37% | 73 |
|
|
2022
Q2 | $1.6M | Buy |
31,479
+1,225
| +4% | +$62.3K | 0.35% | 72 |
|
|
2022
Q1 | $1.98M | Buy |
30,254
+248
| +0.8% | +$16.3K | 0.36% | 69 |
|
|
2021
Q4 | $1.9M | Sell |
30,006
-281
| -0.9% | -$17.7K | 0.34% | 70 |
|
|
2021
Q3 | $1.87M | Sell |
30,287
-646
| -2% | -$40K | 0.36% | 71 |
|
|
2021
Q2 | $1.64M | Buy |
30,933
+7,683
| +33% | +$406K | 0.33% | 75 |
|
|
2021
Q1 | $1.28M | Buy |
+23,250
| New | +$1.28M | 0.3% | 83 |
|