Geneos Wealth Management’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 | $364K | Sell |
7,005
-4,515
| -39% | -$235K | 0.01% | 800 |
|
|
2025
Q1 | $615K | Buy |
11,520
+6,982
| +154% | +$373K | 0.01% | 816 |
|
|
2024
Q4 | $246K | Sell |
4,538
-1,500
| -25% | -$81.4K | 0.01% | 777 |
|
|
2024
Q3 | $285K | Buy |
6,038
+242
| +4% | +$11.4K | 0.01% | 676 |
|
|
2024
Q2 | $251K | Sell |
5,796
-1,028
| -15% | -$44.6K | 0.01% | 651 |
|
|
2024
Q1 | $296K | Sell |
6,824
-500
| -7% | -$21.7K | 0.01% | 605 |
|
|
2023
Q4 | $321K | Buy |
7,324
+13
| +0.2% | +$570 | 0.02% | 563 |
|
|
2023
Q3 | $255K | Buy |
7,311
+3,572
| +96% | +$125K | 0.01% | 620 |
|
|
2023
Q2 | $100K | Buy |
3,739
+1,450
| +63% | +$38.9K | 0.01% | 876 |
|
|
2023
Q1 | $68.5K | Hold |
2,289
| – | – | ﹤0.01% | 969 |
|
|
2022
Q4 | $113K | Hold |
2,289
| – | – | 0.01% | 798 |
|
|
2022
Q3 | $116K | Buy |
2,289
+868
| +61% | +$44K | 0.01% | 760 |
|
|
2022
Q2 | $73K | Buy |
1,421
+1
| +0.1% | +$51 | ﹤0.01% | 1126 |
|
|
2022
Q1 | $93K | Buy |
1,420
+1
| +0.1% | +$65 | ﹤0.01% | 1124 |
|
|
2021
Q4 | $89K | Buy |
1,419
+1
| +0.1% | +$63 | ﹤0.01% | 1219 |
|
|
2021
Q3 | $90K | Sell |
1,418
-73
| -5% | -$4.63K | ﹤0.01% | 1219 |
|
|
2021
Q2 | $79K | Sell |
1,491
-125
| -8% | -$6.62K | ﹤0.01% | 1262 |
|
|
2021
Q1 | $90K | Hold |
1,616
| – | – | ﹤0.01% | 1352 |
|
|
2020
Q4 | $90K | Sell |
1,616
-447
| -22% | -$24.9K | ﹤0.01% | 1188 |
|
|
2020
Q3 | $58K | Sell |
2,063
-56
| -3% | -$1.57K | ﹤0.01% | 1188 |
|
|
2020
Q2 | $68K | Buy |
2,119
+2
| +0.1% | +$64 | ﹤0.01% | 1087 |
|
|
2020
Q1 | $58K | Buy |
2,117
+2
| +0.1% | +$55 | ﹤0.01% | 1060 |
|
|
2019
Q4 | $108K | Sell |
2,115
-99
| -4% | -$5.06K | 0.01% | 923 |
|
|
2019
Q3 | $98K | Buy |
2,214
+2
| +0.1% | +$89 | 0.01% | 904 |
|
|
2019
Q2 | $101K | Sell |
2,212
-398
| -15% | -$18.2K | 0.01% | 905 |
|
|
2019
Q1 | $118K | Buy |
2,610
+1
| +0% | +$45 | 0.01% | 814 |
|
|
2018
Q4 | $105K | Buy |
2,609
+321
| +14% | +$12.9K | 0.01% | 827 |
|
|
2018
Q3 | $114K | Buy |
2,288
+1
| +0% | +$50 | 0.01% | 843 |
|
|
2018
Q2 | $120K | Buy |
2,287
+1
| +0% | +$52 | 0.01% | 725 |
|
|
2018
Q1 | $120K | Buy |
2,286
+401
| +21% | +$21.1K | 0.01% | 690 |
|
|
2017
Q4 | $95K | Sell |
1,885
-299
| -14% | -$15.1K | 0.01% | 764 |
|
|
2017
Q3 | $103K | Buy |
2,184
+450
| +26% | +$21.2K | 0.01% | 692 |
|
|
2017
Q2 | $76K | Sell |
1,734
-878
| -34% | -$38.5K | 0.01% | 777 |
|
|
2017
Q1 | $109K | Buy |
2,612
+561
| +27% | +$23.4K | 0.01% | 639 |
|
|
2016
Q4 | $88K | Buy |
2,051
+419
| +26% | +$18K | 0.01% | 648 |
|
|
2016
Q3 | $50K | Hold |
1,632
| – | – | 0.01% | 813 |
|
|
2016
Q2 | $40K | Buy |
1,632
+1
| +0.1% | +$25 | 0.01% | 888 |
|
|
2016
Q1 | $39K | Buy |
+1,631
| New | +$39K | 0.01% | 879 |
|