AE Wealth Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-72,031
| Closed | -$3.59M | – | 2271 |
|
|
2025
Q1 | $3.59M | Buy |
72,031
+7,748
| +12% | +$386K | 0.03% | 407 |
|
|
2024
Q4 | $3.49M | Buy |
64,283
+11,308
| +21% | +$613K | 0.03% | 414 |
|
|
2024
Q3 | $2.5M | Buy |
52,975
+6,161
| +13% | +$291K | 0.02% | 469 |
|
|
2024
Q2 | $2.03M | Buy |
46,814
+9,466
| +25% | +$411K | 0.02% | 515 |
|
|
2024
Q1 | $1.62M | Sell |
37,348
-52,084
| -58% | -$2.26M | 0.02% | 546 |
|
|
2023
Q4 | $3.94M | Buy |
89,432
+80,734
| +928% | +$3.55M | 0.02% | 670 |
|
|
2023
Q3 | $303K | Sell |
8,698
-212,619
| -96% | -$7.42M | ﹤0.01% | 1604 |
|
|
2023
Q2 | $5.94M | Buy |
221,317
+65,363
| +42% | +$1.76M | 0.04% | 488 |
|
|
2023
Q1 | $4.67M | Buy |
155,954
+88,644
| +132% | +$2.65M | 0.03% | 524 |
|
|
2022
Q4 | $3.31M | Sell |
67,310
-3,632
| -5% | -$179K | 0.02% | 586 |
|
|
2022
Q3 | $3.61M | Buy |
70,942
+2,793
| +4% | +$142K | 0.03% | 508 |
|
|
2022
Q2 | $3.47M | Buy |
68,149
+7,139
| +12% | +$363K | 0.03% | 492 |
|
|
2022
Q1 | $4M | Buy |
61,010
+4,580
| +8% | +$300K | 0.03% | 504 |
|
|
2021
Q4 | $3.56M | Buy |
56,430
+1,250
| +2% | +$78.9K | 0.02% | 515 |
|
|
2021
Q3 | $3.42M | Buy |
55,180
+969
| +2% | +$60K | 0.03% | 478 |
|
|
2021
Q2 | $2.87M | Buy |
+54,211
| New | +$2.87M | 0.03% | 529 |
|
|
2021
Q1 | – | Sell |
-9,479
| Closed | -$412K | – | 1560 |
|
|
2020
Q4 | $412K | Sell |
9,479
-16,628
| -64% | -$723K | ﹤0.01% | 1027 |
|
|
2020
Q3 | $763K | Sell |
26,107
-6,171
| -19% | -$180K | 0.01% | 711 |
|
|
2020
Q2 | $1.1M | Buy |
32,278
+1,228
| +4% | +$41.7K | 0.02% | 590 |
|
|
2020
Q1 | $831K | Buy |
31,050
+15,514
| +100% | +$415K | 0.02% | 533 |
|
|
2019
Q4 | $807K | Sell |
15,536
-1,160
| -7% | -$60.3K | 0.02% | 577 |
|
|
2019
Q3 | $743K | Sell |
16,696
-4,230
| -20% | -$188K | 0.02% | 515 |
|
|
2019
Q2 | $962K | Sell |
20,926
-360
| -2% | -$16.6K | 0.03% | 418 |
|
|
2019
Q1 | $967K | Buy |
21,286
+14,116
| +197% | +$641K | 0.07% | 221 |
|
|
2018
Q4 | $292K | Sell |
7,170
-13,508
| -65% | -$550K | 0.05% | 352 |
|
|
2018
Q3 | $1.04M | Buy |
20,678
+3,672
| +22% | +$184K | 0.06% | 209 |
|
|
2018
Q2 | $896K | Buy |
17,006
+8,142
| +92% | +$429K | 0.06% | 178 |
|
|
2018
Q1 | $467K | Buy |
8,864
+2,917
| +49% | +$154K | 0.04% | 262 |
|
|
2017
Q4 | $302K | Buy |
5,947
+72
| +1% | +$3.66K | 0.03% | 316 |
|
|
2017
Q3 | $277K | Buy |
5,875
+14
| +0.2% | +$660 | 0.03% | 323 |
|
|
2017
Q2 | $257K | Buy |
+5,861
| New | +$257K | 0.03% | 318 |
|