Chicago Partners Investment Group’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 | $480K | Buy |
8,487
+1,100
| +15% | +$62.2K | 0.01% | 619 |
|
|
2025
Q1 | $335K | Buy |
7,387
+2,135
| +41% | +$96.9K | 0.01% | 648 |
|
|
2024
Q4 | $288K | Buy |
5,252
+343
| +7% | +$18.8K | 0.01% | 675 |
|
|
2024
Q3 | $255K | Buy |
4,909
+450
| +10% | +$23.4K | 0.01% | 675 |
|
|
2024
Q2 | $231K | Buy |
+4,459
| New | +$231K | 0.01% | 677 |
|
|
2023
Q1 | – | Sell |
-4,097
| Closed | -$224K | – | 693 |
|
|
2022
Q4 | $224K | Sell |
4,097
-34
| -0.8% | -$1.86K | 0.01% | 555 |
|
|
2022
Q3 | $206K | Sell |
4,131
-41
| -1% | -$2.05K | 0.01% | 530 |
|
|
2022
Q2 | $228K | Buy |
4,172
+80
| +2% | +$4.37K | 0.02% | 507 |
|
|
2022
Q1 | $217K | Sell |
4,092
-30
| -0.7% | -$1.59K | 0.02% | 496 |
|
|
2021
Q4 | $298K | Buy |
4,122
+61
| +2% | +$4.41K | 0.02% | 440 |
|
|
2021
Q3 | $268K | Sell |
4,061
-116
| -3% | -$7.66K | 0.02% | 466 |
|
|
2021
Q2 | $215K | Sell |
4,177
-543
| -12% | -$27.9K | 0.02% | 490 |
|
|
2021
Q1 | $258K | Buy |
4,720
+1
| +0% | +$55 | 0.02% | 435 |
|
|
2020
Q4 | $227K | Buy |
+4,719
| New | +$227K | 0.02% | 417 |
|
|
2020
Q1 | – | Sell |
-4,698
| Closed | -$238K | – | 380 |
|
|
2019
Q4 | $238K | Buy |
4,698
+59
| +1% | +$2.99K | 0.03% | 317 |
|
|
2019
Q3 | $220K | Buy |
4,639
+33
| +0.7% | +$1.57K | 0.03% | 305 |
|
|
2019
Q2 | $208K | Hold |
4,606
| – | – | 0.03% | 302 |
|
|
2019
Q1 | $218K | Buy |
+4,606
| New | +$218K | 0.03% | 282 |
|