Clearstead Advisors’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
Q2 | $446K | Sell |
|
|||||
|
2025
Q1 | $448K | Buy |
|
|||||
|
2024
Q4 | $441K | Sell |
|
|||||
|
2024
Q3 | $384K | Buy |
|
|||||
|
2024
Q2 | $352K | Hold |
|
|||||
|
2024
Q1 | $356K | Sell |
|
|||||
|
2023
Q4 | $357K | Sell |
|
|||||
|
2023
Q3 | $528K | Buy |
|
|||||
|
2023
Q2 | $203K | Sell |
|
|||||
|
2023
Q1 | $237K | Buy |
|
|||||
|
2022
Q4 | $389K | Hold |
|
|||||
|
2022
Q3 | $402K | Buy |
|
|||||
|
2022
Q2 | $304K | Hold |
|
|||||
|
2022
Q1 | $392K | Hold |
|
|||||
|
2021
Q4 | $378K | Sell |
|
|||||
|
2021
Q3 | $7.53M | Buy |
|
|||||
|
2021
Q2 | $6.13M | Buy |
|
|||||
|
2021
Q1 | $6.38M | Hold |
|
|||||
|
2020
Q4 | $5.04M | Hold |
|
|||||
|
2020
Q3 | $3.39M | Hold |
|
|||||
|
2020
Q2 | $3.94M | Hold |
|
|||||
|
2020
Q1 | $3.1M | Hold |
|
|||||
|
2019
Q4 | $6.02M | Hold |
|
|||||
|
2019
Q3 | $5.16M | Hold |
|
|||||
|
2019
Q2 | $5.33M | Hold |
|
|||||
|
2019
Q1 | $5.27M | Hold |
|
|||||
|
2018
Q4 | $4.73M | Hold |
|
|||||
|
2018
Q3 | $5.82M | Hold |
|
|||||
|
2018
Q2 | $6.11M | Hold |
|
|||||
|
2018
Q1 | $6.12M | Hold |
|
|||||
|
2017
Q4 | $5.9M | Buy |
|
|||||
|
2017
Q3 | $5.46M | Hold |
|
|||||
|
2017
Q2 | $5.08M | Hold |
|
|||||
|
2017
Q1 | $4.86M | Buy |
|