Corient Private Wealth’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 | $12.6M | Buy |
242,327
+106,095
| +78% | +$5.51M | 0.01% | 519 |
|
2025
Q1 | $6.79M | Sell |
136,232
-1,315
| -1% | -$65.6K | 0.01% | 596 |
|
2024
Q4 | $7.46M | Sell |
137,547
-21,314
| -13% | -$1.16M | 0.01% | 592 |
|
2024
Q3 | $7.5M | Buy |
158,861
+11,919
| +8% | +$563K | 0.01% | 623 |
|
2024
Q2 | $6.37M | Sell |
146,942
-2,888
| -2% | -$125K | 0.01% | 641 |
|
2024
Q1 | $6.45M | Buy |
149,830
+35,984
| +32% | +$1.55M | 0.01% | 640 |
|
2023
Q4 | $4.99M | Buy |
113,846
+20,721
| +22% | +$909K | 0.01% | 695 |
|
2023
Q3 | $3.25M | Buy |
93,125
+15,237
| +20% | +$532K | 0.01% | 754 |
|
2023
Q2 | $2.09M | Buy |
77,888
+6,220
| +9% | +$167K | ﹤0.01% | 881 |
|
2023
Q1 | $2.15M | Buy |
71,668
+10,879
| +18% | +$326K | 0.01% | 818 |
|
2022
Q4 | $2.99M | Buy |
+60,789
| New | +$2.99M | 0.01% | 606 |
|