Carson Wealth (CWM LLC)’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.29M | Buy |
39,822
+3,193
| +9% | +$188K | 0.01% | 1144 |
|
|
2025
Q4 | $2.14M | Sell |
36,629
-10,147
| -22% | -$553K | 0.01% | 1118 |
|
|
2025
Q3 | $2.65M | Buy |
46,776
+4,897
| +12% | +$272K | 0.01% | 972 |
|
|
2025
Q2 | $2.17M | Sell |
41,879
-21,201
| -34% | -$995K | 0.01% | 916 |
|
|
2025
Q1 | $3.15M | Buy |
63,080
+30,351
| +93% | +$1.63M | 0.01% | 664 |
|
|
2024
Q4 | $1.78M | Buy |
32,729
+226
| +0.7% | +$12.4K | 0.01% | 829 |
|
|
2024
Q3 | $1.53M | Buy |
32,503
+12,399
| +62% | +$587K | 0.01% | 823 |
|
|
2024
Q2 | $872K | Buy |
20,104
+1,744
| +9% | +$73.6K | ﹤0.01% | 968 |
|
|
2024
Q1 | $797K | Buy |
18,360
+108
| +0.6% | +$4.45K | ﹤0.01% | 954 |
|
|
2023
Q4 | $801K | Sell |
18,252
-100,446
| -85% | -$3.63M | ﹤0.01% | 894 |
|
|
2023
Q3 | $4.14M | Buy |
118,698
+101,821
| +603% | +$3.55M | 0.03% | 400 |
|
|
2023
Q2 | $453K | Buy |
16,877
+3,474
| +26% | +$96.4K | ﹤0.01% | 972 |
|
|
2023
Q1 | $401K | Buy |
13,403
+4,341
| +48% | +$199K | ﹤0.01% | 957 |
|
|
2022
Q4 | $445K | Sell |
9,062
-671
| -7% | -$33.6K | ﹤0.01% | 847 |
|
|
2022
Q3 | $495K | Sell |
9,733
-123
| -1% | -$6.73K | ﹤0.01% | 751 |
|
|
2022
Q2 | $502K | Buy |
9,856
+1,061
| +12% | +$60.3K | ﹤0.01% | 732 |
|
|
2022
Q1 | $577K | Buy |
8,795
+494
| +6% | +$33.8K | ﹤0.01% | 687 |
|
|
2021
Q4 | $524K | Buy |
+8,301
| New | +$530K | ﹤0.01% | 715 |
|
|
2021
Q2 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 703 |
|
|
2021
Q1 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 703 |
|
|
2020
Q4 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 703 |
|
|
2020
Q3 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 703 |
|
|
2020
Q2 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 703 |
|
|
2020
Q1 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 703 |
|
|
2019
Q4 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 703 |
|
|
2019
Q3 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 703 |
|
|
2019
Q2 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 703 |
|
|
2019
Q1 | $435K | Buy |
8,225
+8,066
| +5,073% | +$385K | ﹤0.01% | 703 |
|
|
2018
Q4 | $6K | Buy |
159
+6
| +4% | +$280 | ﹤0.01% | 1497 |
|
|
2018
Q3 | $8K | Buy |
153
+19
| +14% | +$1K | ﹤0.01% | 1234 |
|
|
2018
Q2 | $7K | Hold |
134
| – | – | ﹤0.01% | 1122 |
|
|
2018
Q1 | $7K | Hold |
134
| – | – | ﹤0.01% | 950 |
|
|
2017
Q4 | $7K | Buy |
+134
| New | +$6.42K | ﹤0.01% | 1002 |
|
Other funds holding ZION
VPM
VCM
FMI
