Farther Finance 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 | $950K | Buy |
18,287
+134
| +0.7% | +$6.96K | 0.02% | 612 |
|
2025
Q1 | $898K | Buy |
18,153
+1,980
| +12% | +$98K | 0.02% | 553 |
|
2024
Q4 | $877K | Sell |
16,173
-227
| -1% | -$12.3K | 0.03% | 403 |
|
2024
Q3 | $774K | Sell |
16,400
-872
| -5% | -$41.2K | 0.03% | 430 |
|
2024
Q2 | $748K | Buy |
17,272
+1,008
| +6% | +$43.7K | 0.04% | 366 |
|
2024
Q1 | $699K | Buy |
16,264
+931
| +6% | +$40K | 0.04% | 318 |
|
2023
Q4 | $673K | Buy |
15,333
+1,005
| +7% | +$44.1K | 0.05% | 298 |
|
2023
Q3 | $500K | Buy |
14,328
+162
| +1% | +$5.65K | 0.08% | 206 |
|
2023
Q2 | $380K | Buy |
14,166
+9,287
| +190% | +$249K | 0.08% | 200 |
|
2023
Q1 | $146K | Buy |
4,879
+4,677
| +2,315% | +$140K | 0.04% | 313 |
|
2022
Q4 | $9.93K | Buy |
+202
| New | +$9.93K | ﹤0.01% | 941 |
|