Concourse Financial Group Securities’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,026
| Closed | -$350K | – | 8671 |
|
|
2024
Q4 | $350K | Hold |
6,026
| – | – | 0.02% | 570 |
|
|
2024
Q3 | $285K | Sell |
6,026
-207
| -3% | -$9.78K | 0.02% | 603 |
|
|
2024
Q2 | $270K | Buy |
6,233
+82
| +1% | +$3.56K | 0.02% | 602 |
|
|
2024
Q1 | $267K | Hold |
6,151
| – | – | 0.02% | 591 |
|
|
2023
Q4 | $270K | Buy |
6,151
+725
| +13% | +$31.8K | 0.02% | 569 |
|
|
2023
Q3 | $189K | Buy |
5,426
+447
| +9% | +$15.6K | 0.01% | 633 |
|
|
2023
Q2 | $134K | Buy |
4,979
+4,914
| +7,560% | +$132K | 0.01% | 768 |
|
|
2023
Q1 | $1.95K | Sell |
65
-128
| -66% | -$3.83K | ﹤0.01% | 2063 |
|
|
2022
Q4 | $9.49K | Hold |
193
| – | – | ﹤0.01% | 1666 |
|
|
2022
Q3 | $10K | Sell |
193
-13
| -6% | -$674 | ﹤0.01% | 1493 |
|
|
2022
Q2 | $10K | Buy |
206
+74
| +56% | +$3.59K | ﹤0.01% | 1669 |
|
|
2022
Q1 | $9K | Buy |
+132
| New | +$9K | ﹤0.01% | 1729 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7405 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7156 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6892 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6641 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6441 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6225 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6066 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5981 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5900 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5744 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5762 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5658 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5575 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5414 |
|