Creative Planning’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
Q3 | $1.64M | Buy |
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|
2025
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $884K | Sell |
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|
2024
Q2 | $870K | Buy |
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|
2024
Q1 | $854K | Buy |
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|
2023
Q4 | $845K | Buy |
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|
2023
Q3 | $636K | Buy |
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|
2023
Q2 | $489K | Buy |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | $751K | Buy |
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|
2022
Q3 | $567K | Sell |
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|
2022
Q2 | $573K | Buy |
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|
2022
Q1 | $720K | Buy |
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|
2021
Q4 | $501K | Sell |
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|
2021
Q3 | $504K | Buy |
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|
2021
Q2 | $355K | Sell |
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|
2021
Q1 | $949K | Sell |
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|
2020
Q4 | $833K | Sell |
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|
2020
Q3 | $721K | Buy |
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|
2020
Q2 | $820K | Sell |
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|
2020
Q1 | $830K | Buy |
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|
2019
Q4 | $1.6M | Sell |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1.49M | Sell |
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|
2019
Q1 | $2.05M | Sell |
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|
2018
Q4 | $1.87M | Sell |
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|
2018
Q3 | $3.67M | Buy |
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|
2018
Q2 | $1.29M | Buy |
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|
2018
Q1 | $1.27M | Sell |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.33M | Sell |
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|
2017
Q2 | $1.26M | Buy |
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|
2017
Q1 | $1.18M | Buy |
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|
2016
Q4 | $1.15M | Buy |
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|
2016
Q3 | $808K | Buy |
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|
2016
Q2 | $21K | Hold |
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|
2016
Q1 | $20K | Buy |
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|
2015
Q4 | $17K | Sell |
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|
2015
Q3 | $23K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $32K | Sell |
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|
2014
Q4 | $47K | Sell |
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|
2014
Q3 | $64K | Sell |
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|
2014
Q2 | $72K | Sell |
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|
2014
Q1 | $95K | Hold |
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|
2013
Q4 | $92K | Buy |
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|
2013
Q3 | $80K | Buy |
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|
2013
Q2 | $60K | Buy |
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