Global Retirement Partners’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 | $505K | Buy |
+9,718
| New | +$505K | 0.01% | 705 |
|
|
2024
Q4 | $475K | Buy |
8,747
+119
| +1% | +$6.46K | 0.01% | 646 |
|
|
2024
Q3 | $407K | Sell |
8,628
-490
| -5% | -$23.1K | 0.01% | 694 |
|
|
2024
Q2 | $395K | Sell |
9,118
-284
| -3% | -$12.3K | 0.01% | 674 |
|
|
2024
Q1 | $408K | Buy |
9,402
+3,545
| +61% | +$154K | 0.02% | 580 |
|
|
2023
Q4 | $241K | Buy |
5,857
+571
| +11% | +$23.5K | 0.01% | 685 |
|
|
2023
Q3 | $176K | Sell |
5,286
-10,839
| -67% | -$361K | 0.01% | 717 |
|
|
2023
Q2 | $433K | Buy |
16,125
+4,262
| +36% | +$114K | 0.02% | 483 |
|
|
2023
Q1 | $269K | Buy |
11,863
+11,680
| +6,383% | +$265K | 0.01% | 570 |
|
|
2022
Q4 | $9K | Buy |
183
+75
| +69% | +$3.69K | ﹤0.01% | 1823 |
|
|
2022
Q3 | $6K | Buy |
108
+13
| +14% | +$722 | ﹤0.01% | 1899 |
|
|
2022
Q2 | $5K | Sell |
95
-25
| -21% | -$1.32K | ﹤0.01% | 1922 |
|
|
2022
Q1 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 1846 |
|
|
2021
Q4 | – | Sell |
-75
| Closed | -$5K | – | 1873 |
|
|
2021
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 1646 |
|
|
2021
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 1645 |
|
|
2021
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 1552 |
|
|
2020
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 1561 |
|
|
2020
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 1519 |
|
|
2020
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 1454 |
|
|
2019
Q4 | $4K | Sell |
75
-73
| -49% | -$3.89K | ﹤0.01% | 1396 |
|
|
2019
Q3 | $7K | Hold |
148
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q2 | $7K | Hold |
148
| – | – | ﹤0.01% | 1218 |
|
|
2019
Q1 | $7K | Buy |
148
+75
| +103% | +$3.55K | ﹤0.01% | 1169 |
|
|
2018
Q4 | $3K | Sell |
73
-45
| -38% | -$1.85K | ﹤0.01% | 1297 |
|
|
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 | +$6K | ﹤0.01% | 1083 |
|
|
2017
Q3 | – | Sell |
-82
| Closed | -$4K | – | 1257 |
|
|
2017
Q2 | $4K | Sell |
82
-195
| -70% | -$9.51K | ﹤0.01% | 998 |
|
|
2017
Q1 | $12K | Hold |
277
| – | – | 0.01% | 703 |
|
|
2016
Q4 | $12K | Buy |
+277
| New | +$12K | 0.01% | 649 |
|