EP Wealth Advisors’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
Q2 | $573K | Sell |
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|
2025
Q1 | $634K | Sell |
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|
2024
Q4 | $691K | Sell |
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|
2024
Q3 | $788K | Buy |
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|
2024
Q2 | $373K | Sell |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $409K | Buy |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $59.7M | Buy |
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|
2022
Q4 | $620K | Sell |
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|
2022
Q3 | $669K | Buy |
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|
2022
Q2 | $661K | Sell |
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|
2022
Q1 | $904K | Sell |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $908K | Buy |
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|
2021
Q1 | $943K | Buy |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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