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