Avaii 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 | $356K | Buy |
6,857
+85
| +1% | +$4.42K | 0.16% | 84 |
|
|
2025
Q1 | $338K | Sell |
6,772
-1,899
| -22% | -$94.7K | 0.18% | 75 |
|
|
2024
Q4 | $470K | Sell |
8,671
-108
| -1% | -$5.86K | 0.23% | 61 |
|
|
2024
Q3 | $415K | Sell |
8,779
-409
| -4% | -$19.3K | 0.21% | 69 |
|
|
2024
Q2 | $398K | Sell |
9,188
-701
| -7% | -$30.4K | 0.22% | 81 |
|
|
2024
Q1 | $429K | Sell |
9,889
-412
| -4% | -$17.9K | 0.25% | 74 |
|
|
2023
Q4 | $452K | Sell |
10,301
-1,301
| -11% | -$57.1K | 0.29% | 80 |
|
|
2023
Q3 | $405K | Buy |
11,602
+415
| +4% | +$14.5K | 0.31% | 78 |
|
|
2023
Q2 | $300K | Buy |
+11,187
| New | +$300K | 0.23% | 97 |
|