Advisory Services Network’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.32M | Buy |
22,984
+2,611
| +13% | +$154K | 0.02% | 804 |
|
|
2025
Q4 | $1.19M | Sell |
20,373
-555
| -3% | -$30.2K | 0.02% | 807 |
|
|
2025
Q3 | $1.18M | Buy |
20,928
+1,288
| +7% | +$71.7K | 0.02% | 789 |
|
|
2025
Q2 | $1.05M | Buy |
19,640
+1,024
| +6% | +$48K | 0.02% | 802 |
|
|
2025
Q1 | $928K | Buy |
18,616
+1,470
| +9% | +$79.2K | 0.02% | 794 |
|
|
2024
Q4 | $930K | Buy |
17,146
+2,237
| +15% | +$123K | 0.02% | 772 |
|
|
2024
Q3 | $647K | Hold |
14,909
| – | – | 0.01% | 877 |
|
|
2024
Q2 | $647K | Buy |
14,909
+9,165
| +160% | +$387K | 0.01% | 877 |
|
|
2024
Q1 | $249K | Buy |
5,744
+109
| +2% | +$4.5K | 0.01% | 1237 |
|
|
2023
Q4 | $247K | Sell |
5,635
-543
| -9% | -$19.6K | 0.01% | 1173 |
|
|
2023
Q3 | $216K | Sell |
6,178
-1,297
| -17% | -$45.2K | 0.01% | 1290 |
|
|
2023
Q2 | $201K | Buy |
7,475
+7,157
| +2,251% | +$199K | 0.01% | 1305 |
|
|
2023
Q1 | $9.52K | Buy |
318
+289
| +997% | +$13.2K | ﹤0.01% | 2894 |
|
|
2022
Q4 | $1.43K | Buy |
+29
| New | +$1.45K | ﹤0.01% | 3531 |
|
|
2022
Q2 | – | Sell |
-3,044
| Closed | -$200K | – | 1524 |
|
|
2022
Q1 | $200K | Buy |
+3,044
| New | +$208K | 0.01% | 1343 |
|
|
2021
Q3 | – | Sell |
-1,909
| Closed | -$101K | – | 3278 |
|
|
2021
Q2 | $101K | Buy |
+1,909
| New | +$107K | ﹤0.01% | 1611 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3223 |
|
|
2020
Q4 | – | Sell |
-469
| Closed | -$17.3K | – | 3792 |
|
|
2020
Q3 | $13K | Buy |
+469
| New | +$15.1K | ﹤0.01% | 2301 |
|
|
2020
Q2 | – | Sell |
-424
| Closed | -$11K | – | 2807 |
|
|
2020
Q1 | $11K | Buy |
424
+301
| +245% | +$12.4K | ﹤0.01% | 2190 |
|
|
2019
Q4 | $6K | Sell |
123
-375
| -75% | -$18.2K | ﹤0.01% | 2575 |
|
|
2019
Q3 | $23K | Hold |
498
| – | – | ﹤0.01% | 1764 |
|
|
2019
Q2 | $23K | Sell |
498
-594
| -54% | -$27.5K | ﹤0.01% | 1762 |
|
|
2019
Q1 | $50K | Sell |
1,092
-10,978
| -91% | -$524K | ﹤0.01% | 1251 |
|
|
2018
Q4 | $492K | Sell |
12,070
-90
| -0.7% | -$4.2K | 0.04% | 476 |
|
|
2018
Q3 | $610K | Sell |
12,160
-529
| -4% | -$27.9K | 0.04% | 470 |
|
|
2018
Q2 | $656K | Buy |
12,689
+945
| +8% | +$52.2K | 0.05% | 453 |
|
|
2018
Q1 | $619K | Buy |
11,744
+417
| +4% | +$22.4K | 0.05% | 467 |
|
|
2017
Q4 | $576K | Sell |
11,327
-2,187
| -16% | -$105K | 0.05% | 439 |
|
|
2017
Q3 | $638K | Sell |
13,514
-1,829
| -12% | -$81.4K | 0.07% | 343 |
|
|
2017
Q2 | $674K | Buy |
15,343
+856
| +6% | +$35.2K | 0.09% | 308 |
|
|
2017
Q1 | $608K | Buy |
+14,487
| New | +$629K | 0.09% | 300 |
|
|
2016
Q1 | – | Sell |
-52
| Closed | -$1K | – | 1812 |
|
|
2015
Q4 | $1K | Hold |
52
| – | – | ﹤0.01% | 1476 |
|
|
2015
Q3 | $1K | Buy |
+52
| New | +$1.54K | ﹤0.01% | 1463 |
|
Other funds holding ZION
VPM
VCM
FMI
