EverSource Wealth Advisors’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.3K | Buy |
1,816
+625
| +52% | +$32.5K | ﹤0.01% | 1232 |
|
|
2025
Q1 | $59.4K | Buy |
1,191
+650
| +120% | +$32.4K | ﹤0.01% | 1155 |
|
|
2024
Q4 | $29.4K | Buy |
541
+183
| +51% | +$9.93K | ﹤0.01% | 1435 |
|
|
2024
Q3 | $16.9K | Hold |
358
| – | – | ﹤0.01% | 1578 |
|
|
2024
Q2 | $18.5K | Buy |
358
+2
| +0.6% | +$103 | ﹤0.01% | 1545 |
|
|
2024
Q1 | $14.5K | Sell |
356
-18
| -5% | -$735 | ﹤0.01% | 1516 |
|
|
2023
Q4 | $16.4K | Sell |
374
-7
| -2% | -$307 | ﹤0.01% | 1327 |
|
|
2023
Q3 | $13.3K | Buy |
381
+26
| +7% | +$906 | ﹤0.01% | 1297 |
|
|
2023
Q2 | $9.55K | Buy |
355
+11
| +3% | +$296 | ﹤0.01% | 1466 |
|
|
2023
Q1 | $10.3K | Buy |
344
+107
| +45% | +$3.2K | ﹤0.01% | 1337 |
|
|
2022
Q4 | $11.7K | Sell |
237
-35
| -13% | -$1.72K | ﹤0.01% | 1272 |
|
|
2022
Q3 | $14K | Buy |
272
+39
| +17% | +$2.01K | ﹤0.01% | 1032 |
|
|
2022
Q2 | $12K | Hold |
233
| – | – | ﹤0.01% | 998 |
|
|
2022
Q1 | $15K | Buy |
233
+122
| +110% | +$7.85K | ﹤0.01% | 828 |
|
|
2021
Q4 | $7K | Buy |
+111
| New | +$7K | ﹤0.01% | 1146 |
|