Crewe Advisors’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 | $205K | Hold |
3,950
| – | – | 0.03% | 149 |
|
|
2025
Q1 | $197K | Hold |
3,950
| – | – | 0.03% | 137 |
|
|
2024
Q4 | $214K | Hold |
3,950
| – | – | 0.03% | 141 |
|
|
2024
Q3 | $187K | Buy |
3,950
+787
| +25% | +$37.2K | 0.02% | 150 |
|
|
2024
Q2 | $137K | Sell |
3,163
-367
| -10% | -$15.9K | 0.02% | 228 |
|
|
2024
Q1 | $153K | Sell |
3,530
-784
| -18% | -$34K | 0.02% | 206 |
|
|
2023
Q4 | $189K | Buy |
4,314
+792
| +22% | +$34.7K | 0.03% | 71 |
|
|
2023
Q3 | $123K | Sell |
3,522
-6
| -0.2% | -$209 | 0.02% | 95 |
|
|
2023
Q2 | $94.8K | Buy |
3,528
+265
| +8% | +$7.12K | 0.01% | 209 |
|
|
2023
Q1 | $97.7K | Buy |
3,263
+100
| +3% | +$2.99K | 0.01% | 231 |
|
|
2022
Q4 | $155K | Sell |
3,163
-30
| -0.9% | -$1.48K | 0.02% | 180 |
|
|
2022
Q3 | $162K | Buy |
3,193
+30
| +0.9% | +$1.52K | 0.03% | 173 |
|
|
2022
Q2 | $161K | Hold |
3,163
| – | – | 0.04% | 156 |
|
|
2022
Q1 | $207K | Hold |
3,163
| – | – | 0.04% | 112 |
|
|
2021
Q4 | $200K | Hold |
3,163
| – | – | 0.04% | 88 |
|
|
2021
Q3 | $196K | Hold |
3,163
| – | – | 0.05% | 70 |
|
|
2021
Q2 | $167K | Hold |
3,163
| – | – | 0.04% | 80 |
|
|
2021
Q1 | $174K | Hold |
3,163
| – | – | 0.04% | 71 |
|
|
2020
Q4 | $137K | Buy |
3,163
+1,026
| +48% | +$44.4K | 0.05% | 76 |
|
|
2020
Q3 | $62K | Buy |
2,137
+137
| +7% | +$3.98K | 0.03% | 113 |
|
|
2020
Q2 | $68K | Hold |
2,000
| – | – | 0.03% | 89 |
|
|
2020
Q1 | $54K | Hold |
2,000
| – | – | 0.03% | 86 |
|
|
2019
Q4 | $104K | Hold |
2,000
| – | – | 0.05% | 81 |
|
|
2019
Q3 | $89K | Hold |
2,000
| – | – | 0.04% | 86 |
|
|
2019
Q2 | $92K | Hold |
2,000
| – | – | 0.03% | 115 |
|
|
2019
Q1 | $91K | Hold |
2,000
| – | – | 0.03% | 92 |
|
|
2018
Q4 | $81K | Hold |
2,000
| – | – | 0.03% | 86 |
|
|
2018
Q3 | $100K | Sell |
2,000
-2,000
| -50% | -$100K | 0.08% | 84 |
|
|
2018
Q2 | $210K | Buy |
4,000
+2,000
| +100% | +$105K | 0.2% | 52 |
|
|
2018
Q1 | $105K | Hold |
2,000
| – | – | 0.1% | 77 |
|
|
2017
Q4 | $102K | Buy |
+2,000
| New | +$102K | 0.1% | 76 |
|