Zions Bancorporation’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.19M | Buy |
33,915
+706
| +2% | +$66.4K | 0.2% | 99 |
|
|
2024
Q3 | $3.19M | Buy |
33,209
+29,992
| +932% | +$2.88M | 0.23% | 93 |
|
|
2024
Q2 | $252K | Sell |
3,217
-97
| -3% | -$7.61K | 0.02% | 302 |
|
|
2024
Q1 | $272K | Sell |
3,314
-86
| -3% | -$7.06K | 0.02% | 299 |
|
|
2023
Q4 | $286K | Buy |
3,400
+93
| +3% | +$7.83K | 0.02% | 290 |
|
|
2023
Q3 | $266K | Sell |
3,307
-33
| -1% | -$2.66K | 0.02% | 283 |
|
|
2023
Q2 | $295K | Sell |
3,340
-26
| -0.8% | -$2.29K | 0.02% | 279 |
|
|
2023
Q1 | $319K | Sell |
3,366
-40
| -1% | -$3.79K | 0.03% | 272 |
|
|
2022
Q4 | $319K | Sell |
3,406
-61
| -2% | -$5.72K | 0.03% | 279 |
|
|
2022
Q3 | $310K | Sell |
3,467
-36
| -1% | -$3.22K | 0.03% | 266 |
|
|
2022
Q2 | $353K | Buy |
3,503
+75
| +2% | +$7.56K | 0.04% | 261 |
|
|
2022
Q1 | $342K | Buy |
3,428
+91
| +3% | +$9.08K | 0.03% | 274 |
|
|
2021
Q4 | $324K | Sell |
3,337
-7
| -0.2% | -$680 | 0.03% | 270 |
|
|
2021
Q3 | $295K | Buy |
3,344
+3,128
| +1,448% | +$276K | 0.03% | 268 |
|
|
2021
Q2 | $19K | Hold |
216
| – | – | ﹤0.01% | 606 |
|
|
2021
Q1 | $20K | Sell |
216
-5
| -2% | -$463 | ﹤0.01% | 573 |
|
|
2020
Q4 | $20K | Sell |
221
-8
| -3% | -$724 | ﹤0.01% | 547 |
|
|
2020
Q3 | $22K | Hold |
229
| – | – | ﹤0.01% | 519 |
|
|
2020
Q2 | $20K | Hold |
229
| – | – | ﹤0.01% | 496 |
|
|
2020
Q1 | $20K | Sell |
229
-54
| -19% | -$4.72K | ﹤0.01% | 466 |
|
|
2019
Q4 | $26K | Hold |
283
| – | – | ﹤0.01% | 548 |
|
|
2019
Q3 | $27K | Sell |
283
-68
| -19% | -$6.49K | ﹤0.01% | 537 |
|
|
2019
Q2 | $29K | Hold |
351
| – | – | ﹤0.01% | 486 |
|
|
2019
Q1 | $28K | Sell |
351
-129
| -27% | -$10.3K | ﹤0.01% | 524 |
|
|
2018
Q4 | $33K | Buy |
480
+134
| +39% | +$9.21K | 0.02% | 216 |
|
|
2018
Q3 | $23K | Buy |
346
+7
| +2% | +$465 | 0.01% | 458 |
|
|
2018
Q2 | $22K | Buy |
+339
| New | +$22K | 0.02% | 269 |
|
|
2017
Q4 | – | Sell |
-314
| Closed | -$19K | – | 974 |
|
|
2017
Q3 | $19K | Buy |
314
+183
| +140% | +$11.1K | ﹤0.01% | 744 |
|
|
2017
Q2 | $8K | Sell |
131
-34
| -21% | -$2.08K | ﹤0.01% | 367 |
|
|
2017
Q1 | $9K | Sell |
165
-77
| -32% | -$4.2K | ﹤0.01% | 396 |
|
|
2016
Q4 | $15K | Buy |
242
+48
| +25% | +$2.98K | ﹤0.01% | 438 |
|
|
2016
Q3 | $12K | Buy |
194
+30
| +18% | +$1.86K | ﹤0.01% | 462 |
|
|
2016
Q2 | $10K | Sell |
164
-30
| -15% | -$1.83K | ﹤0.01% | 450 |
|
|
2016
Q1 | $11K | Hold |
194
| – | – | ﹤0.01% | 509 |
|
|
2015
Q4 | $10K | Buy |
194
+68
| +54% | +$3.51K | ﹤0.01% | 487 |
|
|
2015
Q3 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 588 |
|
|
2015
Q2 | – | Sell |
-52
| Closed | -$3K | – | 734 |
|
|
2015
Q1 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 744 |
|