Carson Wealth (CWM LLC)’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
41,879
-21,201
| -34% | -$1.1M | 0.01% | 916 |
|
|
2025
Q1 | $3.15M | Buy |
63,080
+30,351
| +93% | +$1.51M | 0.01% | 664 |
|
|
2024
Q4 | $1.78M | Buy |
32,729
+226
| +0.7% | +$12.3K | 0.01% | 829 |
|
|
2024
Q3 | $1.54M | Buy |
32,503
+12,399
| +62% | +$586K | 0.01% | 822 |
|
|
2024
Q2 | $872K | Buy |
20,104
+1,744
| +9% | +$75.6K | ﹤0.01% | 967 |
|
|
2024
Q1 | $797K | Buy |
18,360
+108
| +0.6% | +$4.69K | ﹤0.01% | 953 |
|
|
2023
Q4 | $801K | Sell |
18,252
-100,446
| -85% | -$4.41M | ﹤0.01% | 893 |
|
|
2023
Q3 | $4.14M | Buy |
118,698
+101,821
| +603% | +$3.55M | 0.03% | 399 |
|
|
2023
Q2 | $453K | Buy |
16,877
+3,474
| +26% | +$93.2K | ﹤0.01% | 970 |
|
|
2023
Q1 | $401K | Buy |
13,403
+4,341
| +48% | +$130K | ﹤0.01% | 955 |
|
|
2022
Q4 | $445K | Sell |
9,062
-671
| -7% | -$33K | ﹤0.01% | 845 |
|
|
2022
Q3 | $495K | Sell |
9,733
-123
| -1% | -$6.26K | ﹤0.01% | 749 |
|
|
2022
Q2 | $502K | Buy |
9,856
+1,061
| +12% | +$54K | ﹤0.01% | 730 |
|
|
2022
Q1 | $577K | Buy |
8,795
+494
| +6% | +$32.4K | ﹤0.01% | 685 |
|
|
2021
Q4 | $524K | Buy |
+8,301
| New | +$524K | ﹤0.01% | 713 |
|
|
2021
Q2 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 701 |
|
|
2021
Q1 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 701 |
|
|
2020
Q4 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 701 |
|
|
2020
Q3 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 701 |
|
|
2020
Q2 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 701 |
|
|
2020
Q1 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 701 |
|
|
2019
Q4 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 701 |
|
|
2019
Q3 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 701 |
|
|
2019
Q2 | $435K | Hold |
8,225
| – | – | ﹤0.01% | 701 |
|
|
2019
Q1 | $435K | Buy |
8,225
+8,066
| +5,073% | +$427K | ﹤0.01% | 701 |
|
|
2018
Q4 | $6K | Buy |
159
+6
| +4% | +$226 | ﹤0.01% | 1491 |
|
|
2018
Q3 | $8K | Buy |
153
+19
| +14% | +$993 | ﹤0.01% | 1231 |
|
|
2018
Q2 | $7K | Hold |
134
| – | – | ﹤0.01% | 1118 |
|
|
2018
Q1 | $7K | Hold |
134
| – | – | ﹤0.01% | 949 |
|
|
2017
Q4 | $7K | Buy |
+134
| New | +$7K | ﹤0.01% | 1001 |
|