Apella Capital’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 | $405K | Buy |
7,349
+124
| +2% | +$6.84K | 0.01% | 321 |
|
2025
Q1 | $330K | Sell |
7,225
-57
| -0.8% | -$2.61K | 0.01% | 291 |
|
2024
Q4 | $395K | Buy |
7,282
+67
| +0.9% | +$3.64K | 0.02% | 252 |
|
2024
Q3 | $330K | Buy |
7,215
+11
| +0.2% | +$503 | 0.01% | 260 |
|
2024
Q2 | $316K | Hold |
7,204
| – | – | 0.01% | 255 |
|
2024
Q1 | $314K | Hold |
7,204
| – | – | 0.02% | 240 |
|
2023
Q4 | $307K | Sell |
7,204
-5
| -0.1% | -$213 | 0.02% | 237 |
|
2023
Q3 | $251K | Buy |
+7,209
| New | +$251K | 0.02% | 235 |
|
2022
Q4 | $359K | Sell |
7,309
-253
| -3% | -$12.4K | 0.03% | 175 |
|
2022
Q3 | $385K | Sell |
7,562
-5,400
| -42% | -$275K | 0.04% | 154 |
|
2022
Q2 | $660K | Buy |
12,962
+7,501
| +137% | +$382K | 0.08% | 117 |
|
2022
Q1 | $358K | Buy |
+5,461
| New | +$358K | 0.05% | 149 |
|