Envestnet Asset Management’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 | $2.12M | Sell |
40,855
-2,753
| -6% | -$143K | ﹤0.01% | 2787 |
|
|
2025
Q1 | $2.17M | Sell |
43,608
-4,225
| -9% | -$211K | ﹤0.01% | 2678 |
|
|
2024
Q4 | $2.59M | Sell |
47,833
-57,448
| -55% | -$3.12M | ﹤0.01% | 2540 |
|
|
2024
Q3 | $4.97M | Buy |
105,281
+11,396
| +12% | +$538K | ﹤0.01% | 2110 |
|
|
2024
Q2 | $4.07M | Sell |
93,885
-3,809
| -4% | -$165K | ﹤0.01% | 2165 |
|
|
2024
Q1 | $4.24M | Sell |
97,694
-19,483
| -17% | -$846K | ﹤0.01% | 2097 |
|
|
2023
Q4 | $5.14M | Buy |
117,177
+52,620
| +82% | +$2.31M | ﹤0.01% | 1881 |
|
|
2023
Q3 | $2.25M | Buy |
64,557
+1,670
| +3% | +$58.3K | ﹤0.01% | 2308 |
|
|
2023
Q2 | $1.69M | Buy |
62,887
+29,649
| +89% | +$796K | ﹤0.01% | 2378 |
|
|
2023
Q1 | $995K | Sell |
33,238
-3,948
| -11% | -$118K | ﹤0.01% | 2681 |
|
|
2022
Q4 | $1.83M | Buy |
37,186
+6,860
| +23% | +$337K | ﹤0.01% | 2216 |
|
|
2022
Q3 | $1.54M | Sell |
30,326
-18,794
| -38% | -$956K | ﹤0.01% | 2234 |
|
|
2022
Q2 | $2.5M | Buy |
49,120
+6,877
| +16% | +$350K | ﹤0.01% | 1963 |
|
|
2022
Q1 | $2.77M | Buy |
42,243
+14,340
| +51% | +$940K | ﹤0.01% | 2001 |
|
|
2021
Q4 | $1.76M | Buy |
27,903
+16,461
| +144% | +$1.04M | ﹤0.01% | 2261 |
|
|
2021
Q3 | $708K | Buy |
11,442
+530
| +5% | +$32.8K | ﹤0.01% | 2764 |
|
|
2021
Q2 | $577K | Sell |
10,912
-633
| -5% | -$33.5K | ﹤0.01% | 2891 |
|
|
2021
Q1 | $635K | Sell |
11,545
-1,217
| -10% | -$66.9K | ﹤0.01% | 2702 |
|
|
2020
Q4 | $554K | Buy |
12,762
+625
| +5% | +$27.1K | ﹤0.01% | 2606 |
|
|
2020
Q3 | $355K | Sell |
12,137
-4,404
| -27% | -$129K | ﹤0.01% | 2661 |
|
|
2020
Q2 | $562K | Sell |
16,541
-4,471
| -21% | -$152K | ﹤0.01% | 2353 |
|
|
2020
Q1 | $562K | Sell |
21,012
-47,205
| -69% | -$1.26M | ﹤0.01% | 2160 |
|
|
2019
Q4 | $3.54M | Buy |
68,217
+7,857
| +13% | +$408K | ﹤0.01% | 1309 |
|
|
2019
Q3 | $2.69M | Sell |
60,360
-18,238
| -23% | -$812K | ﹤0.01% | 1386 |
|
|
2019
Q2 | $3.61M | Sell |
78,598
-136,441
| -63% | -$6.27M | ﹤0.01% | 1228 |
|
|
2019
Q1 | $9.77M | Buy |
215,039
+177,732
| +476% | +$8.07M | 0.01% | 698 |
|
|
2018
Q4 | $1.52M | Buy |
37,307
+18,624
| +100% | +$759K | ﹤0.01% | 1487 |
|
|
2018
Q3 | $937K | Sell |
18,683
-20,842
| -53% | -$1.05M | ﹤0.01% | 757 |
|
|
2018
Q2 | $2.08M | Buy |
39,525
+19,928
| +102% | +$1.05M | ﹤0.01% | 796 |
|
|
2018
Q1 | $1.04M | Sell |
19,597
-23,064
| -54% | -$1.22M | ﹤0.01% | 936 |
|
|
2017
Q4 | $2.17M | Sell |
42,661
-1,223
| -3% | -$62.2K | ﹤0.01% | 917 |
|
|
2017
Q3 | $2.07M | Sell |
43,884
-1,287
| -3% | -$60.7K | 0.01% | 886 |
|
|
2017
Q2 | $1.99M | Buy |
45,171
+30,949
| +218% | +$1.36M | 0.01% | 923 |
|
|
2017
Q1 | $600K | Sell |
14,222
-1,300
| -8% | -$54.8K | ﹤0.01% | 1435 |
|
|
2016
Q4 | $670K | Buy |
15,522
+4,006
| +35% | +$173K | ﹤0.01% | 1360 |
|
|
2016
Q3 | $357K | Buy |
11,516
+356
| +3% | +$11K | ﹤0.01% | 1743 |
|
|
2016
Q2 | $280K | Sell |
11,160
-129
| -1% | -$3.24K | ﹤0.01% | 1918 |
|
|
2016
Q1 | $273K | Buy |
11,289
+112
| +1% | +$2.71K | ﹤0.01% | 1909 |
|
|
2015
Q4 | $305K | Sell |
11,177
-541
| -5% | -$14.8K | ﹤0.01% | 1825 |
|
|
2015
Q3 | $323K | Buy |
11,718
+1,110
| +10% | +$30.6K | ﹤0.01% | 1803 |
|
|
2015
Q2 | $337K | Sell |
10,608
-1,281
| -11% | -$40.7K | ﹤0.01% | 1894 |
|
|
2015
Q1 | $321K | Buy |
11,889
+11,837
| +22,763% | +$320K | ﹤0.01% | 1752 |
|
|
2014
Q4 | $1K | Hold |
52
| – | – | ﹤0.01% | 2434 |
|
|
2014
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 2542 |
|
|
2014
Q2 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 2526 |
|
|
2013
Q3 | – | Sell |
-73
| Closed | -$2K | – | 2515 |
|
|
2013
Q2 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 2116 |
|