Halbert Hargrove Global Advisors’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 | $1.09M | Buy |
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|
2025
Q2 | $993K | Hold |
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|
2025
Q1 | $953K | Hold |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $902K | Hold |
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|
2024
Q2 | $829K | Hold |
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|
2024
Q1 | $829K | Sell |
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|
2023
Q4 | $843K | Hold |
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|
2023
Q3 | $670K | Hold |
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|
2023
Q2 | $516K | Sell |
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|
2023
Q1 | $587K | Sell |
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|
2022
Q4 | $967K | Buy |
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|
2022
Q3 | $999K | Sell |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $1.22M | Buy |
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