Geneos Wealth 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 | $362K | Sell |
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|
2025
Q2 | $364K | Sell |
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|
2025
Q1 | $615K | Buy |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $100K | Buy |
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|
2023
Q1 | $68.5K | Hold |
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|
2022
Q4 | $113K | Hold |
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|
2022
Q3 | $116K | Buy |
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|
2022
Q2 | $73K | Buy |
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|
2022
Q1 | $93K | Buy |
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|
2021
Q4 | $89K | Buy |
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|
2021
Q3 | $90K | Sell |
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|
2021
Q2 | $79K | Sell |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $90K | Sell |
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|
2020
Q3 | $58K | Sell |
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|
2020
Q2 | $68K | Buy |
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|
2020
Q1 | $58K | Buy |
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|
2019
Q4 | $108K | Sell |
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|
2019
Q3 | $98K | Buy |
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|
2019
Q2 | $101K | Sell |
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|
2019
Q1 | $118K | Buy |
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|
2018
Q4 | $105K | Buy |
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|
2018
Q3 | $114K | Buy |
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|
2018
Q2 | $120K | Buy |
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|
2018
Q1 | $120K | Buy |
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|
2017
Q4 | $95K | Sell |
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|
2017
Q3 | $103K | Buy |
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|
2017
Q2 | $76K | Sell |
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|
2017
Q1 | $109K | Buy |
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|
2016
Q4 | $88K | Buy |
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|
2016
Q3 | $50K | Hold |
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|
2016
Q2 | $40K | Buy |
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|
2016
Q1 | $39K | Buy |
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