Valley National Advisers’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-60
| Closed | -$2K | – | 1163 |
|
|
2024
Q2 | $2K | Sell |
60
-20
| -25% | -$667 | ﹤0.01% | 973 |
|
|
2024
Q1 | $3K | Buy |
80
+25
| +45% | +$938 | ﹤0.01% | 916 |
|
|
2023
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1002 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 860 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 832 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 833 |
|
|
2019
Q2 | – | Sell |
-15
| Closed | -$1K | – | 798 |
|
|
2019
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 709 |
|
|
2018
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 746 |
|
|
2018
Q3 | – | Sell |
-15
| Closed | -$1K | – | 760 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 646 |
|
|
2018
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 620 |
|