EP Wealth 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 | $573K | Sell |
11,040
-1,671
| -13% | -$86.8K | ﹤0.01% | 733 |
|
|
2025
Q1 | $634K | Sell |
12,711
-27
| -0.2% | -$1.35K | 0.01% | 619 |
|
|
2024
Q4 | $691K | Sell |
12,738
-3,957
| -24% | -$215K | 0.01% | 594 |
|
|
2024
Q3 | $788K | Buy |
16,695
+8,106
| +94% | +$383K | 0.01% | 559 |
|
|
2024
Q2 | $373K | Sell |
8,589
-896
| -9% | -$38.9K | ﹤0.01% | 599 |
|
|
2024
Q1 | $412K | Buy |
9,485
+654
| +7% | +$28.4K | ﹤0.01% | 562 |
|
|
2023
Q4 | $387K | Sell |
8,831
-2,879
| -25% | -$126K | ﹤0.01% | 554 |
|
|
2023
Q3 | $409K | Buy |
11,710
+6,160
| +111% | +$215K | 0.01% | 496 |
|
|
2023
Q2 | $316K | Sell |
5,550
-5,533,803
| -100% | -$315M | ﹤0.01% | 553 |
|
|
2023
Q1 | $59.7M | Buy |
5,539,353
+5,526,734
| +43,797% | +$59.6M | 1.03% | 19 |
|
|
2022
Q4 | $620K | Sell |
12,619
-528
| -4% | -$26K | 0.01% | 343 |
|
|
2022
Q3 | $669K | Buy |
13,147
+169
| +1% | +$8.6K | 0.02% | 265 |
|
|
2022
Q2 | $661K | Sell |
12,978
-805
| -6% | -$41K | 0.01% | 322 |
|
|
2022
Q1 | $904K | Sell |
13,783
-3,095
| -18% | -$203K | 0.02% | 291 |
|
|
2021
Q4 | $1.07M | Sell |
16,878
-79
| -0.5% | -$4.99K | 0.03% | 250 |
|
|
2021
Q3 | $1.05M | Sell |
16,957
-219
| -1% | -$13.5K | 0.03% | 236 |
|
|
2021
Q2 | $908K | Buy |
17,176
+23
| +0.1% | +$1.22K | 0.03% | 254 |
|
|
2021
Q1 | $943K | Buy |
17,153
+11,927
| +228% | +$656K | 0.03% | 231 |
|
|
2020
Q4 | $227K | Buy |
+5,226
| New | +$227K | 0.01% | 389 |
|
|
2020
Q1 | – | Sell |
-4,121
| Closed | -$214K | – | 438 |
|
|
2019
Q4 | $214K | Buy |
+4,121
| New | +$214K | 0.01% | 384 |
|