Forum Financial Management’s Zions Bancorporation ZION Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$377K Buy
2025
Q3
$365K Buy
2025
Q2
$297K Buy
2025
Q1
$256K Buy
2024
Q4
$278K Buy
2024
Q3
$242K Buy
2024
Q2
$222K Buy
2024
Q1
$222K Buy
2023
Q4
$219K Buy
2023
Q1
Sell
2022
Q4
$240K Buy
2022
Q3
$248K Hold
2022
Q2
$248K Buy
2022
Q1
$314K Hold
2021
Q4
$303K Buy