Global Retirement Partners’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
Q4 | $725K | Buy |
12,379
+2,609
| +27% | +$142K | 0.01% | 772 |
|
|
2025
Q3 | $553K | Buy |
9,770
+52
| +0.5% | +$2.89K | 0.01% | 735 |
|
|
2025
Q2 | $505K | Buy |
+9,718
| New | +$456K | 0.01% | 705 |
|
|
2024
Q4 | $475K | Buy |
8,747
+119
| +1% | +$6.52K | 0.01% | 646 |
|
|
2024
Q3 | $407K | Sell |
8,628
-490
| -5% | -$23.2K | 0.01% | 694 |
|
|
2024
Q2 | $395K | Sell |
9,118
-284
| -3% | -$12K | 0.01% | 674 |
|
|
2024
Q1 | $408K | Buy |
9,402
+3,545
| +61% | +$146K | 0.02% | 580 |
|
|
2023
Q4 | $241K | Buy |
5,857
+571
| +11% | +$20.6K | 0.01% | 685 |
|
|
2023
Q3 | $176K | Sell |
5,286
-10,839
| -67% | -$378K | 0.01% | 717 |
|
|
2023
Q2 | $433K | Buy |
16,125
+4,262
| +36% | +$118K | 0.02% | 483 |
|
|
2023
Q1 | $269K | Buy |
11,863
+11,680
| +6,383% | +$535K | 0.01% | 570 |
|
|
2022
Q4 | $9K | Buy |
183
+75
| +69% | +$3.75K | ﹤0.01% | 1824 |
|
|
2022
Q3 | $6K | Buy |
108
+13
| +14% | +$711 | ﹤0.01% | 1900 |
|
|
2022
Q2 | $5K | Sell |
95
-25
| -21% | -$1.42K | ﹤0.01% | 1924 |
|
|
2022
Q1 | $6K | Buy |
+120
| New | +$8.21K | ﹤0.01% | 1848 |
|
|
2021
Q4 | – | Sell |
-75
| Closed | -$5K | – | 1874 |
|
|
2021
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 1647 |
|
|
2021
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 1648 |
|
|
2021
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 1558 |
|
|
2020
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 1567 |
|
|
2020
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 1520 |
|
|
2020
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 1423 |
|
|
2020
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 1455 |
|
|
2019
Q4 | $4K | Sell |
75
-73
| -49% | -$3.54K | ﹤0.01% | 1397 |
|
|
2019
Q3 | $7K | Hold |
148
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q2 | $7K | Hold |
148
| – | – | ﹤0.01% | 1218 |
|
|
2019
Q1 | $7K | Buy |
148
+75
| +103% | +$3.58K | ﹤0.01% | 1169 |
|
|
2018
Q4 | $3K | Sell |
73
-45
| -38% | -$2.1K | ﹤0.01% | 1299 |
|
|
2018
Q3 | $6K | Hold |
118
| – | – | ﹤0.01% | 1199 |
|
|
2018
Q2 | $6K | Hold |
118
| – | – | ﹤0.01% | 1173 |
|
|
2018
Q1 | $6K | Hold |
118
| – | – | ﹤0.01% | 1130 |
|
|
2017
Q4 | $6K | Buy |
+118
| New | +$5.65K | ﹤0.01% | 1083 |
|
|
2017
Q3 | – | Sell |
-82
| Closed | -$4K | – | 1257 |
|
|
2017
Q2 | $4K | Sell |
82
-195
| -70% | -$8.03K | ﹤0.01% | 998 |
|
|
2017
Q1 | $12K | Hold |
277
| – | – | 0.01% | 703 |
|
|
2016
Q4 | $12K | Buy |
+277
| New | +$10.2K | 0.01% | 649 |
|
Other funds holding ZION
VNIM
FMI
