Beacon Investment Advisory Services’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 | $270K | Sell |
5,195
-349
| -6% | -$18.1K | 0.01% | 219 |
|
|
2025
Q1 | $276K | Sell |
5,544
-6
| -0.1% | -$299 | 0.01% | 208 |
|
|
2024
Q4 | $301K | Hold |
5,550
| – | – | 0.01% | 207 |
|
|
2024
Q3 | $262K | Hold |
5,550
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $241K | Hold |
5,550
| – | – | 0.01% | 239 |
|
|
2024
Q1 | $241K | Buy |
5,550
+1
| +0% | +$43 | 0.01% | 243 |
|
|
2023
Q4 | $243K | Buy |
+5,549
| New | +$243K | 0.01% | 239 |
|
|
2023
Q1 | – | Sell |
-5,595
| Closed | -$275K | – | 293 |
|
|
2022
Q4 | $275K | Hold |
5,595
| – | – | 0.01% | 239 |
|
|
2022
Q3 | $285K | Sell |
5,595
-5
| -0.1% | -$255 | 0.02% | 237 |
|
|
2022
Q2 | $285K | Sell |
5,600
-13
| -0.2% | -$662 | 0.01% | 238 |
|
|
2022
Q1 | $368K | Hold |
5,613
| – | – | 0.02% | 238 |
|
|
2021
Q4 | $355K | Hold |
5,613
| – | – | 0.01% | 242 |
|
|
2021
Q3 | $347K | Buy |
5,613
+104
| +2% | +$6.43K | 0.01% | 241 |
|
|
2021
Q2 | $291K | Buy |
5,509
+1
| +0% | +$53 | 0.01% | 266 |
|
|
2021
Q1 | $303K | Hold |
5,508
| – | – | 0.01% | 251 |
|
|
2020
Q4 | $239K | Buy |
+5,508
| New | +$239K | 0.01% | 253 |
|
|
2020
Q1 | – | Sell |
-5,710
| Closed | -$296K | – | 254 |
|
|
2019
Q4 | $296K | Sell |
5,710
-931
| -14% | -$48.3K | 0.02% | 218 |
|
|
2019
Q3 | $296K | Sell |
6,641
-37
| -0.6% | -$1.65K | 0.03% | 200 |
|
|
2019
Q2 | $307K | Buy |
6,678
+1
| +0% | +$46 | 0.03% | 187 |
|
|
2019
Q1 | $303K | Sell |
6,677
-36
| -0.5% | -$1.63K | 0.03% | 192 |
|
|
2018
Q4 | $273K | Buy |
6,713
+31
| +0.5% | +$1.26K | 0.03% | 217 |
|
|
2018
Q3 | $335K | Hold |
6,682
| – | – | 0.03% | 209 |
|
|
2018
Q2 | $352K | Sell |
6,682
-28
| -0.4% | -$1.48K | 0.04% | 196 |
|
|
2018
Q1 | $354K | Buy |
6,710
+121
| +2% | +$6.38K | 0.04% | 191 |
|
|
2017
Q4 | $335K | Sell |
6,589
-2,412
| -27% | -$123K | 0.04% | 192 |
|
|
2017
Q3 | $425K | Buy |
+9,001
| New | +$425K | 0.04% | 192 |
|