Valeo Financial Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,598
| Closed | -$143K | – | 1771 |
|
|
2021
Q1 | $143K | Buy |
+2,598
| New | +$143K | 0.01% | 511 |
|
|
2020
Q3 | – | Sell |
-1,869
| Closed | -$64K | – | 2106 |
|
|
2020
Q2 | $64K | Buy |
+1,869
| New | +$64K | 0.01% | 612 |
|
|
2020
Q1 | – | Sell |
-898
| Closed | -$47K | – | 1888 |
|
|
2019
Q4 | $47K | Sell |
898
-45
| -5% | -$2.36K | ﹤0.01% | 670 |
|
|
2019
Q3 | $42K | Buy |
943
+45
| +5% | +$2K | ﹤0.01% | 656 |
|
|
2019
Q2 | $41K | Buy |
898
+295
| +49% | +$13.5K | ﹤0.01% | 667 |
|
|
2019
Q1 | $27K | Hold |
603
| – | – | ﹤0.01% | 691 |
|
|
2018
Q4 | $25K | Hold |
603
| – | – | ﹤0.01% | 644 |
|
|
2018
Q3 | $28K | Sell |
603
-494
| -45% | -$22.9K | ﹤0.01% | 667 |
|
|
2018
Q2 | $58K | Buy |
1,097
+262
| +31% | +$13.9K | 0.01% | 511 |
|
|
2018
Q1 | $44K | Buy |
835
+80
| +11% | +$4.22K | 0.01% | 515 |
|
|
2017
Q4 | $38K | Buy |
+755
| New | +$38K | 0.01% | 528 |
|