AFAS
Acorn Financial Advisory Services’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
8,631
-123
| -1% | -$6.39K | 0.07% | 119 |
|
|
2025
Q1 | $436K | Sell |
8,754
-1,878
| -18% | -$93.6K | 0.08% | 115 |
|
|
2024
Q4 | $577K | Sell |
10,632
-157
| -1% | -$8.52K | 0.1% | 103 |
|
|
2024
Q3 | $509K | Buy |
10,789
+59
| +0.5% | +$2.79K | 0.09% | 111 |
|
|
2024
Q2 | $465K | Buy |
10,730
+77
| +0.7% | +$3.34K | 0.09% | 112 |
|
|
2024
Q1 | $462K | Sell |
10,653
-1,031
| -9% | -$44.7K | 0.09% | 112 |
|
|
2023
Q4 | $513K | Buy |
11,684
+120
| +1% | +$5.26K | 0.09% | 136 |
|
|
2023
Q3 | $403K | Sell |
11,564
-436
| -4% | -$15.2K | 0.07% | 157 |
|
|
2023
Q2 | $322K | Buy |
12,000
+1,099
| +10% | +$29.5K | 0.06% | 186 |
|
|
2023
Q1 | $326K | Buy |
10,901
+3,771
| +53% | +$113K | 0.06% | 171 |
|
|
2022
Q4 | $351K | Sell |
7,130
-412
| -5% | -$20.3K | 0.07% | 158 |
|
|
2022
Q3 | $384K | Sell |
7,542
-428
| -5% | -$21.8K | 0.09% | 143 |
|
|
2022
Q2 | $406K | Buy |
7,970
+52
| +0.7% | +$2.65K | 0.1% | 137 |
|
|
2022
Q1 | $519K | Sell |
7,918
-1,422
| -15% | -$93.2K | 0.1% | 129 |
|
|
2021
Q4 | $590K | Sell |
9,340
-308
| -3% | -$19.5K | 0.12% | 120 |
|
|
2021
Q3 | $597K | Sell |
9,648
-4
| -0% | -$248 | 0.18% | 112 |
|
|
2021
Q2 | $510K | Buy |
9,652
+58
| +0.6% | +$3.07K | 0.15% | 145 |
|
|
2021
Q1 | $527K | Buy |
9,594
+212
| +2% | +$11.6K | 0.19% | 122 |
|
|
2020
Q4 | $408K | Sell |
9,382
-156
| -2% | -$6.78K | 0.16% | 144 |
|
|
2020
Q3 | $279K | Buy |
9,538
+2,410
| +34% | +$70.5K | 0.15% | 167 |
|
|
2020
Q2 | $242K | Buy |
+7,128
| New | +$242K | 0.17% | 169 |
|
|
2020
Q1 | – | Sell |
-7,328
| Closed | -$380K | – | 177 |
|
|
2019
Q4 | $380K | Buy |
+7,328
| New | +$380K | 0.32% | 108 |
|