Capital Advisors Ltd’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 | $2K | Sell |
29
-10
| -26% | -$690 | ﹤0.01% | 1120 |
|
|
2025
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 1106 |
|
|
2024
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 1128 |
|
|
2024
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q2 | $2K | Sell |
39
-2
| -5% | -$103 | ﹤0.01% | 1099 |
|
|
2024
Q1 | $2K | Buy |
41
+21
| +105% | +$1.02K | ﹤0.01% | 1095 |
|
|
2023
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1248 |
|
|
2023
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1239 |
|
|
2023
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1246 |
|
|
2023
Q1 | – | Sell |
-55
| Closed | -$3K | – | 1601 |
|
|
2022
Q4 | $3K | Buy |
55
+27
| +96% | +$1.47K | ﹤0.01% | 810 |
|
|
2022
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1163 |
|
|
2022
Q2 | – | Sell |
-7
| Closed | – | – | 1374 |
|
|
2022
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1254 |
|