Avior 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 |
-13,920
| Closed | -$694K | – | 786 |
|
|
2025
Q1 | $694K | Buy |
13,920
+1,967
| +16% | +$98.1K | 0.03% | 334 |
|
|
2024
Q4 | $648K | Sell |
11,953
-2
| -0% | -$108 | 0.02% | 377 |
|
|
2024
Q3 | $565K | Buy |
11,955
+26
| +0.2% | +$1.23K | 0.02% | 418 |
|
|
2024
Q2 | $517K | Buy |
11,929
+500
| +4% | +$21.7K | 0.02% | 425 |
|
|
2024
Q1 | $496K | Buy |
11,429
+10,429
| +1,043% | +$453K | 0.02% | 455 |
|
|
2023
Q4 | $43.9K | Hold |
1,000
| – | – | ﹤0.01% | 752 |
|
|
2023
Q3 | $34.9K | Sell |
1,000
-300
| -23% | -$10.5K | ﹤0.01% | 841 |
|
|
2023
Q2 | $34.9K | Buy |
1,300
+300
| +30% | +$8.06K | ﹤0.01% | 837 |
|
|
2023
Q1 | $29.9K | Buy |
+1,000
| New | +$29.9K | ﹤0.01% | 876 |
|
|
2020
Q1 | – | Sell |
-5,262
| Closed | -$273K | – | 912 |
|
|
2019
Q4 | $273K | Sell |
5,262
-1,863
| -26% | -$96.7K | 0.04% | 337 |
|
|
2019
Q3 | $317K | Buy |
7,125
+1,454
| +26% | +$64.7K | 0.06% | 289 |
|
|
2019
Q2 | $261K | Buy |
5,671
+803
| +16% | +$37K | 0.05% | 323 |
|
|
2019
Q1 | $221K | Buy |
+4,868
| New | +$221K | 0.05% | 328 |
|