Bogart Wealth LLC’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 | $16.8K | Hold |
323
| – | – | ﹤0.01% | 670 |
|
2025
Q1 | $16.1K | Hold |
323
| – | – | ﹤0.01% | 633 |
|
2024
Q4 | $17.5K | Hold |
323
| – | – | ﹤0.01% | 608 |
|
2024
Q3 | $15.3K | Hold |
323
| – | – | ﹤0.01% | 598 |
|
2024
Q2 | $14K | Hold |
323
| – | – | ﹤0.01% | 599 |
|
2024
Q1 | $14K | Hold |
323
| – | – | ﹤0.01% | 588 |
|
2023
Q4 | $14.2K | Hold |
323
| – | – | ﹤0.01% | 566 |
|
2023
Q3 | $11.3K | Sell |
323
-150
| -32% | -$5.23K | ﹤0.01% | 569 |
|
2023
Q2 | $12.7K | Buy |
473
+150
| +46% | +$4.03K | ﹤0.01% | 543 |
|
2023
Q1 | $9.67K | Hold |
323
| – | – | ﹤0.01% | 597 |
|
2022
Q4 | $15.9K | Hold |
323
| – | – | ﹤0.01% | 465 |
|
2022
Q3 | $16K | Hold |
323
| – | – | ﹤0.01% | 468 |
|
2022
Q2 | $16K | Hold |
323
| – | – | ﹤0.01% | 457 |
|
2022
Q1 | $21K | Hold |
323
| – | – | ﹤0.01% | 380 |
|
2021
Q4 | $20K | Hold |
323
| – | – | ﹤0.01% | 375 |
|
2021
Q3 | $20K | Hold |
323
| – | – | ﹤0.01% | 362 |
|
2021
Q2 | $17K | Hold |
323
| – | – | ﹤0.01% | 367 |
|
2021
Q1 | $18K | Buy |
+323
| New | +$18K | ﹤0.01% | 342 |
|