Carson Advisory’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 | $380K | Buy |
7,310
+3
| +0% | +$156 | 0.24% | 95 |
|
|
2025
Q1 | $364K | Buy |
7,307
+2
| +0% | +$100 | 0.25% | 98 |
|
|
2024
Q4 | $396K | Sell |
7,305
-398
| -5% | -$21.6K | 0.28% | 84 |
|
|
2024
Q3 | $364K | Buy |
7,703
+3
| +0% | +$142 | 0.23% | 108 |
|
|
2024
Q2 | $334K | Sell |
7,700
-50
| -0.6% | -$2.17K | 0.23% | 105 |
|
|
2024
Q1 | $336K | Hold |
7,750
| – | – | 0.24% | 105 |
|
|
2023
Q4 | $340K | Sell |
7,750
-74
| -0.9% | -$3.25K | 0.26% | 103 |
|
|
2023
Q3 | $273K | Hold |
7,824
| – | – | 0.24% | 110 |
|
|
2023
Q2 | $210K | Buy |
7,824
+200
| +3% | +$5.37K | 0.18% | 141 |
|
|
2023
Q1 | $228K | Buy |
7,624
+200
| +3% | +$5.99K | 0.2% | 124 |
|
|
2022
Q4 | $365K | Hold |
7,424
| – | – | 0.35% | 76 |
|
|
2022
Q3 | $378K | Hold |
7,424
| – | – | 0.42% | 65 |
|
|
2022
Q2 | $378K | Hold |
7,424
| – | – | 0.42% | 69 |
|
|
2022
Q1 | $487K | Sell |
7,424
-50
| -0.7% | -$3.28K | 0.48% | 60 |
|
|
2021
Q4 | $472K | Buy |
+7,474
| New | +$472K | 0.48% | 55 |
|