Veritable’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,495
| Closed | -$254K | – | 921 |
|
|
2023
Q1 | $254K | Buy |
8,495
+412
| +5% | +$12.3K | ﹤0.01% | 742 |
|
|
2022
Q4 | $397K | Buy |
8,083
+1,943
| +32% | +$95.5K | 0.01% | 586 |
|
|
2022
Q3 | $312K | Sell |
6,140
-1,610
| -21% | -$81.8K | 0.01% | 617 |
|
|
2022
Q2 | $394K | Sell |
7,750
-270
| -3% | -$13.7K | 0.01% | 589 |
|
|
2022
Q1 | $526K | Buy |
8,020
+85
| +1% | +$5.58K | 0.01% | 551 |
|
|
2021
Q4 | $501K | Buy |
7,935
+450
| +6% | +$28.4K | 0.01% | 559 |
|
|
2021
Q3 | $463K | Buy |
7,485
+1,713
| +30% | +$106K | 0.01% | 565 |
|
|
2021
Q2 | $305K | Buy |
5,772
+26
| +0.5% | +$1.37K | ﹤0.01% | 679 |
|
|
2021
Q1 | $316K | Sell |
5,746
-22
| -0.4% | -$1.21K | 0.01% | 639 |
|
|
2020
Q4 | $251K | Buy |
+5,768
| New | +$251K | ﹤0.01% | 681 |
|
|
2020
Q3 | – | Sell |
-6,189
| Closed | -$210K | – | 785 |
|
|
2020
Q2 | $210K | Buy |
+6,189
| New | +$210K | ﹤0.01% | 702 |
|
|
2020
Q1 | – | Sell |
-6,318
| Closed | -$328K | – | 827 |
|
|
2019
Q4 | $328K | Sell |
6,318
-64
| -1% | -$3.32K | 0.01% | 642 |
|
|
2019
Q3 | $284K | Buy |
6,382
+144
| +2% | +$6.41K | 0.01% | 660 |
|
|
2019
Q2 | $287K | Buy |
6,238
+35
| +0.6% | +$1.61K | 0.01% | 657 |
|
|
2019
Q1 | $282K | Sell |
6,203
-18
| -0.3% | -$818 | 0.01% | 662 |
|
|
2018
Q4 | $253K | Sell |
6,221
-62
| -1% | -$2.52K | 0.01% | 654 |
|
|
2018
Q3 | $315K | Buy |
6,283
+211
| +3% | +$10.6K | 0.01% | 625 |
|
|
2018
Q2 | $320K | Sell |
6,072
-60
| -1% | -$3.16K | 0.01% | 611 |
|
|
2018
Q1 | $323K | Buy |
6,132
+368
| +6% | +$19.4K | 0.01% | 606 |
|
|
2017
Q4 | $293K | Sell |
5,764
-11
| -0.2% | -$559 | 0.01% | 636 |
|
|
2017
Q3 | $272K | Hold |
5,775
| – | – | 0.01% | 629 |
|
|
2017
Q2 | $254K | Buy |
5,775
+50
| +0.9% | +$2.2K | 0.01% | 663 |
|
|
2017
Q1 | $240K | Buy |
5,725
+96
| +2% | +$4.02K | 0.01% | 663 |
|
|
2016
Q4 | $242K | Buy |
+5,629
| New | +$242K | 0.01% | 647 |
|