CVA Family Office’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 | $1.26M | Sell |
24,288
-828
| -3% | -$43K | 0.18% | 88 |
|
|
2025
Q1 | $1.25M | Sell |
25,116
-296
| -1% | -$14.8K | 0.19% | 85 |
|
|
2024
Q4 | $1.38M | Buy |
25,412
+189
| +0.7% | +$10.3K | 0.22% | 74 |
|
|
2024
Q3 | $1.19M | Buy |
25,223
+217
| +0.9% | +$10.2K | 0.19% | 82 |
|
|
2024
Q2 | $1.08M | Buy |
25,006
+223
| +0.9% | +$9.67K | 0.2% | 81 |
|
|
2024
Q1 | $1.08M | Buy |
24,783
+245
| +1% | +$10.6K | 0.19% | 85 |
|
|
2023
Q4 | $1.08M | Buy |
24,538
+170
| +0.7% | +$7.46K | 0.21% | 79 |
|
|
2023
Q3 | $850K | Buy |
24,368
+367
| +2% | +$12.8K | 0.19% | 85 |
|
|
2023
Q2 | $645K | Buy |
24,001
+10,866
| +83% | +$292K | 0.14% | 107 |
|
|
2023
Q1 | $379K | Buy |
+13,135
| New | +$379K | 0.08% | 141 |
|
|
2022
Q4 | – | Sell |
-150
| Closed | -$8K | – | 1019 |
|
|
2022
Q3 | $8K | Sell |
150
-70
| -32% | -$3.73K | ﹤0.01% | 667 |
|
|
2022
Q2 | $11K | Buy |
220
+25
| +13% | +$1.25K | ﹤0.01% | 632 |
|
|
2022
Q1 | $13K | Buy |
195
+45
| +30% | +$3K | ﹤0.01% | 642 |
|
|
2021
Q4 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 674 |
|
|
2021
Q3 | – | Sell |
-50
| Closed | -$3K | – | 909 |
|
|
2021
Q2 | $3K | Buy |
50
+25
| +100% | +$1.5K | ﹤0.01% | 854 |
|
|
2021
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 765 |
|