Creative Planning’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 | $1.43M | Sell |
27,600
-7,730
| -22% | -$401K | ﹤0.01% | 1567 |
|
|
2025
Q1 | $1.76M | Buy |
35,330
+16,451
| +87% | +$820K | ﹤0.01% | 1266 |
|
|
2024
Q4 | $1.02M | Buy |
18,879
+163
| +0.9% | +$8.84K | ﹤0.01% | 1624 |
|
|
2024
Q3 | $884K | Sell |
18,716
-1,346
| -7% | -$63.6K | ﹤0.01% | 1615 |
|
|
2024
Q2 | $870K | Buy |
20,062
+386
| +2% | +$16.7K | ﹤0.01% | 1509 |
|
|
2024
Q1 | $854K | Buy |
19,676
+425
| +2% | +$18.4K | ﹤0.01% | 1436 |
|
|
2023
Q4 | $845K | Buy |
19,251
+1,033
| +6% | +$45.3K | ﹤0.01% | 1329 |
|
|
2023
Q3 | $636K | Buy |
18,218
+23
| +0.1% | +$802 | ﹤0.01% | 1403 |
|
|
2023
Q2 | $489K | Buy |
18,195
+1,624
| +10% | +$43.6K | ﹤0.01% | 1557 |
|
|
2023
Q1 | $496K | Buy |
16,571
+1,288
| +8% | +$38.6K | ﹤0.01% | 1471 |
|
|
2022
Q4 | $751K | Buy |
15,283
+4,133
| +37% | +$203K | ﹤0.01% | 1177 |
|
|
2022
Q3 | $567K | Sell |
11,150
-110
| -1% | -$5.59K | ﹤0.01% | 1249 |
|
|
2022
Q2 | $573K | Buy |
11,260
+275
| +3% | +$14K | ﹤0.01% | 1238 |
|
|
2022
Q1 | $720K | Buy |
10,985
+3,045
| +38% | +$200K | ﹤0.01% | 1141 |
|
|
2021
Q4 | $501K | Sell |
7,940
-208
| -3% | -$13.1K | ﹤0.01% | 1302 |
|
|
2021
Q3 | $504K | Buy |
8,148
+1,427
| +21% | +$88.3K | ﹤0.01% | 1284 |
|
|
2021
Q2 | $355K | Sell |
6,721
-10,538
| -61% | -$557K | ﹤0.01% | 1468 |
|
|
2021
Q1 | $949K | Sell |
17,259
-1,921
| -10% | -$106K | ﹤0.01% | 1041 |
|
|
2020
Q4 | $833K | Sell |
19,180
-5,501
| -22% | -$239K | ﹤0.01% | 1028 |
|
|
2020
Q3 | $721K | Buy |
24,681
+574
| +2% | +$16.8K | ﹤0.01% | 942 |
|
|
2020
Q2 | $820K | Sell |
24,107
-6,915
| -22% | -$235K | ﹤0.01% | 806 |
|
|
2020
Q1 | $830K | Buy |
31,022
+171
| +0.6% | +$4.58K | ﹤0.01% | 720 |
|
|
2019
Q4 | $1.6M | Sell |
30,851
-1,702
| -5% | -$88.4K | ﹤0.01% | 587 |
|
|
2019
Q3 | $1.45M | Buy |
32,553
+204
| +0.6% | +$9.08K | ﹤0.01% | 599 |
|
|
2019
Q2 | $1.49M | Sell |
32,349
-12,716
| -28% | -$585K | 0.01% | 592 |
|
|
2019
Q1 | $2.05M | Sell |
45,065
-807
| -2% | -$36.6K | 0.01% | 451 |
|
|
2018
Q4 | $1.87M | Sell |
45,872
-27,403
| -37% | -$1.12M | 0.01% | 438 |
|
|
2018
Q3 | $3.68M | Buy |
73,275
+48,836
| +200% | +$2.45M | 0.01% | 331 |
|
|
2018
Q2 | $1.29M | Buy |
24,439
+357
| +1% | +$18.8K | 0.01% | 611 |
|
|
2018
Q1 | $1.27M | Sell |
24,082
-412
| -2% | -$21.7K | 0.01% | 606 |
|
|
2017
Q4 | $1.25M | Sell |
24,494
-3,794
| -13% | -$193K | 0.01% | 611 |
|
|
2017
Q3 | $1.34M | Sell |
28,288
-440
| -2% | -$20.8K | 0.01% | 587 |
|
|
2017
Q2 | $1.26M | Buy |
28,728
+561
| +2% | +$24.6K | 0.01% | 586 |
|
|
2017
Q1 | $1.18M | Buy |
28,167
+1,565
| +6% | +$65.7K | 0.01% | 603 |
|
|
2016
Q4 | $1.15M | Buy |
26,602
+547
| +2% | +$23.5K | 0.01% | 574 |
|
|
2016
Q3 | $808K | Buy |
26,055
+25,234
| +3,074% | +$783K | 0.01% | 677 |
|
|
2016
Q2 | $21K | Hold |
821
| – | – | ﹤0.01% | 2744 |
|
|
2016
Q1 | $20K | Buy |
821
+183
| +29% | +$4.46K | ﹤0.01% | 2746 |
|
|
2015
Q4 | $17K | Sell |
638
-195
| -23% | -$5.2K | ﹤0.01% | 2923 |
|
|
2015
Q3 | $23K | Buy |
+833
| New | +$23K | ﹤0.01% | 2613 |
|
|
2015
Q2 | – | Sell |
-1,199
| Closed | -$32K | – | 2938 |
|
|
2015
Q1 | $32K | Sell |
1,199
-446
| -27% | -$11.9K | ﹤0.01% | 2322 |
|
|
2014
Q4 | $47K | Sell |
1,645
-559
| -25% | -$16K | ﹤0.01% | 2033 |
|
|
2014
Q3 | $64K | Sell |
2,204
-238
| -10% | -$6.91K | ﹤0.01% | 1742 |
|
|
2014
Q2 | $72K | Sell |
2,442
-618
| -20% | -$18.2K | ﹤0.01% | 1629 |
|
|
2014
Q1 | $95K | Hold |
3,060
| – | – | ﹤0.01% | 1429 |
|
|
2013
Q4 | $92K | Buy |
3,060
+140
| +5% | +$4.21K | ﹤0.01% | 1243 |
|
|
2013
Q3 | $80K | Buy |
2,920
+829
| +40% | +$22.7K | ﹤0.01% | 1254 |
|
|
2013
Q2 | $60K | Buy |
+2,091
| New | +$60K | ﹤0.01% | 1282 |
|