Cerity Partners’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 | $2.14M | Sell |
41,186
-3,115
| -7% | -$162K | ﹤0.01% | 1183 |
|
|
2025
Q1 | $2.21M | Buy |
44,301
+14,121
| +47% | +$704K | ﹤0.01% | 1071 |
|
|
2024
Q4 | $1.52M | Sell |
30,180
-607
| -2% | -$30.7K | ﹤0.01% | 1226 |
|
|
2024
Q3 | $1.45M | Buy |
30,787
+6,683
| +28% | +$316K | ﹤0.01% | 1235 |
|
|
2024
Q2 | $1.05M | Sell |
24,104
-2,101
| -8% | -$91.1K | ﹤0.01% | 1207 |
|
|
2024
Q1 | $1.14M | Sell |
26,205
-139,663
| -84% | -$6.06M | ﹤0.01% | 1217 |
|
|
2023
Q4 | $7.28M | Sell |
165,868
-32,881
| -17% | -$1.44M | 0.02% | 436 |
|
|
2023
Q3 | $6.93M | Buy |
198,749
+3,412
| +2% | +$119K | 0.03% | 357 |
|
|
2023
Q2 | $5.25M | Buy |
195,337
+187,525
| +2,400% | +$5.04M | 0.02% | 484 |
|
|
2023
Q1 | $234K | Buy |
7,812
+2,929
| +60% | +$87.7K | ﹤0.01% | 1650 |
|
|
2022
Q4 | $240K | Sell |
4,883
-501
| -9% | -$24.6K | ﹤0.01% | 1240 |
|
|
2022
Q3 | $274K | Sell |
5,384
-693
| -11% | -$35.3K | ﹤0.01% | 933 |
|
|
2022
Q2 | $309K | Buy |
6,077
+2,103
| +53% | +$107K | ﹤0.01% | 897 |
|
|
2022
Q1 | $262K | Buy |
+3,974
| New | +$262K | ﹤0.01% | 777 |
|
|
2019
Q2 | – | Sell |
-19,113
| Closed | -$868K | – | 590 |
|
|
2019
Q1 | $868K | Buy |
19,113
+2,596
| +16% | +$118K | 0.06% | 257 |
|
|
2018
Q4 | $673K | Sell |
16,517
-2,315
| -12% | -$94.3K | 0.05% | 278 |
|
|
2018
Q3 | $944K | Buy |
18,832
+1,402
| +8% | +$70.3K | 0.07% | 249 |
|
|
2018
Q2 | $918K | Buy |
17,430
+2,022
| +13% | +$106K | 0.07% | 245 |
|
|
2018
Q1 | $812K | Buy |
+15,408
| New | +$812K | 0.06% | 259 |
|