U.S. Global Investors (USGI)’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-9,487
| Closed | -$436K | – | 211 |
|
2019
Q2 | $436K | Sell |
9,487
-968
| -9% | -$44.5K | 0.23% | 109 |
|
2019
Q1 | $475K | Buy |
10,455
+1,074
| +11% | +$48.8K | 0.23% | 96 |
|
2018
Q4 | $382K | Buy |
9,381
+1,661
| +22% | +$67.6K | 0.22% | 108 |
|
2018
Q3 | $387K | Sell |
7,720
-1,880
| -20% | -$94.2K | 0.19% | 115 |
|
2018
Q2 | $506K | Buy |
9,600
+700
| +8% | +$36.9K | 0.23% | 91 |
|
2018
Q1 | $469K | Buy |
+8,900
| New | +$469K | 0.29% | 70 |
|
2014
Q2 | – | Sell |
-12,000
| Closed | -$371K | – | 325 |
|
2014
Q1 | $371K | Buy |
+12,000
| New | +$371K | 0.06% | 141 |
|