Cerity Partners’s Zions Bancorporation ZION Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.52M Buy
2025
Q2
$2.14M Sell
2025
Q1
$2.21M Buy
2024
Q4
$1.52M Sell
2024
Q3
$1.45M Buy
2024
Q2
$1.05M Sell
2024
Q1
$1.14M Sell
2023
Q4
$7.28M Sell
2023
Q3
$6.93M Buy
2023
Q2
$5.25M Buy
2023
Q1
$234K Buy
2022
Q4
$240K Sell
2022
Q3
$274K Sell
2022
Q2
$309K Buy
2022
Q1
$262K Buy
2019
Q2
Sell
2019
Q1
$868K Buy
2018
Q4
$673K Sell
2018
Q3
$944K Buy
2018
Q2
$918K Buy
2018
Q1
$812K Buy