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