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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $365K | Buy |
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|
2025
Q2 | $297K | Buy |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $242K | Buy |
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|
2024
Q2 | $222K | Buy |
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|
2024
Q1 | $222K | Buy |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $314K | Hold |
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|
2021
Q4 | $303K | Buy |
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