WBI Investments’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 |
-10,591
| Closed | -$459K | – | 276 |
|
|
2024
Q2 | $459K | Buy |
10,591
+352
| +3% | +$15.3K | 0.11% | 130 |
|
|
2024
Q1 | $444K | Sell |
10,239
-15,086
| -60% | -$655K | 0.09% | 147 |
|
|
2023
Q4 | $1.11M | Buy |
25,325
+11,591
| +84% | +$508K | 0.22% | 102 |
|
|
2023
Q3 | $479K | Sell |
13,734
-936
| -6% | -$32.7K | 0.1% | 139 |
|
|
2023
Q2 | $394K | Buy |
+14,670
| New | +$394K | 0.07% | 155 |
|
|
2020
Q1 | – | Sell |
-5,950
| Closed | -$309K | – | 212 |
|
|
2019
Q4 | $309K | Sell |
5,950
-4,301
| -42% | -$223K | 0.03% | 165 |
|
|
2019
Q3 | $457K | Buy |
+10,251
| New | +$457K | 0.04% | 162 |
|
|
2018
Q2 | – | Sell |
-59,654
| Closed | -$3.15M | – | 312 |
|
|
2018
Q1 | $3.15M | Buy |
+59,654
| New | +$3.15M | 0.16% | 83 |
|
|
2015
Q3 | – | Sell |
-12,920
| Closed | -$410K | – | 267 |
|
|
2015
Q2 | $410K | Sell |
12,920
-700,568
| -98% | -$22.2M | 0.01% | 204 |
|
|
2015
Q1 | $19.3M | Buy |
+713,488
| New | +$19.3M | 0.46% | 54 |
|