Veritable’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,495
| Closed | -$254K | – | 922 |
|
|
2023
Q1 | $254K | Buy |
8,495
+412
| +5% | +$18.9K | ﹤0.01% | 743 |
|
|
2022
Q4 | $397K | Buy |
8,083
+1,943
| +32% | +$97.2K | 0.01% | 587 |
|
|
2022
Q3 | $312K | Sell |
6,140
-1,610
| -21% | -$88K | 0.01% | 619 |
|
|
2022
Q2 | $394K | Sell |
7,750
-270
| -3% | -$15.3K | 0.01% | 591 |
|
|
2022
Q1 | $526K | Buy |
8,020
+85
| +1% | +$5.82K | 0.01% | 554 |
|
|
2021
Q4 | $501K | Buy |
7,935
+450
| +6% | +$28.7K | 0.01% | 563 |
|
|
2021
Q3 | $463K | Buy |
7,485
+1,713
| +30% | +$94.1K | 0.01% | 570 |
|
|
2021
Q2 | $305K | Buy |
5,772
+26
| +0.5% | +$1.46K | ﹤0.01% | 684 |
|
|
2021
Q1 | $316K | Sell |
5,746
-22
| -0.4% | -$1.13K | 0.01% | 641 |
|
|
2020
Q4 | $251K | Buy |
+5,768
| New | +$213K | ﹤0.01% | 683 |
|
|
2020
Q3 | – | Sell |
-6,189
| Closed | -$210K | – | 787 |
|
|
2020
Q2 | $210K | Buy |
+6,189
| New | +$196K | ﹤0.01% | 703 |
|
|
2020
Q1 | – | Sell |
-6,318
| Closed | -$328K | – | 833 |
|
|
2019
Q4 | $328K | Sell |
6,318
-64
| -1% | -$3.11K | 0.01% | 643 |
|
|
2019
Q3 | $284K | Buy |
6,382
+144
| +2% | +$6.22K | 0.01% | 663 |
|
|
2019
Q2 | $287K | Buy |
6,238
+35
| +0.6% | +$1.62K | 0.01% | 660 |
|
|
2019
Q1 | $282K | Sell |
6,203
-18
| -0.3% | -$859 | 0.01% | 665 |
|
|
2018
Q4 | $253K | Sell |
6,221
-62
| -1% | -$2.89K | 0.01% | 660 |
|
|
2018
Q3 | $315K | Buy |
6,283
+211
| +3% | +$11.1K | 0.01% | 632 |
|
|
2018
Q2 | $320K | Sell |
6,072
-60
| -1% | -$3.31K | 0.01% | 618 |
|
|
2018
Q1 | $323K | Buy |
6,132
+368
| +6% | +$19.8K | 0.01% | 613 |
|
|
2017
Q4 | $293K | Sell |
5,764
-11
| -0.2% | -$527 | 0.01% | 642 |
|
|
2017
Q3 | $272K | Hold |
5,775
| – | – | 0.01% | 634 |
|
|
2017
Q2 | $254K | Buy |
5,775
+50
| +0.9% | +$2.06K | 0.01% | 668 |
|
|
2017
Q1 | $240K | Buy |
5,725
+96
| +2% | +$4.17K | 0.01% | 666 |
|
|
2016
Q4 | $242K | Buy |
+5,629
| New | +$207K | 0.01% | 650 |
|
Other funds holding ZION
