Atria Investments’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 | $595K | Sell |
11,460
-226
| -2% | -$11.7K | 0.01% | 1324 |
|
|
2025
Q1 | $583K | Buy |
11,686
+2,211
| +23% | +$110K | 0.01% | 1272 |
|
|
2024
Q4 | $514K | Sell |
9,475
-2,567
| -21% | -$139K | 0.01% | 1312 |
|
|
2024
Q3 | $569K | Sell |
12,042
-2,447
| -17% | -$116K | 0.01% | 1257 |
|
|
2024
Q2 | $628K | Buy |
+14,489
| New | +$628K | 0.01% | 1189 |
|
|
2020
Q1 | – | Sell |
-13,883
| Closed | -$721K | – | 1220 |
|
|
2019
Q4 | $721K | Buy |
13,883
+9,382
| +208% | +$487K | 0.02% | 658 |
|
|
2019
Q3 | $200K | Sell |
4,501
-3,530
| -44% | -$157K | 0.01% | 850 |
|
|
2019
Q2 | $323K | Sell |
8,031
-7,944
| -50% | -$320K | 0.01% | 717 |
|
|
2019
Q1 | $725K | Buy |
+15,975
| New | +$725K | 0.03% | 433 |
|
|
2018
Q4 | – | Sell |
-9,103
| Closed | -$457K | – | 1028 |
|
|
2018
Q3 | $457K | Sell |
9,103
-971
| -10% | -$48.7K | 0.02% | 617 |
|
|
2018
Q2 | $531K | Buy |
10,074
+401
| +4% | +$21.1K | 0.02% | 554 |
|
|
2018
Q1 | $510K | Buy |
9,673
+1,074
| +12% | +$56.6K | 0.02% | 506 |
|
|
2017
Q4 | $437K | Buy |
8,599
+922
| +12% | +$46.9K | 0.02% | 520 |
|
|
2017
Q3 | $362K | Buy |
+7,677
| New | +$362K | 0.02% | 543 |
|