HHGA
Halbert Hargrove Global Advisors’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Hold |
19,109
| – | – | 0.05% | 39 |
|
|
2025
Q1 | $953K | Hold |
19,109
| – | – | 0.05% | 38 |
|
|
2024
Q4 | $1.04M | Hold |
19,109
| – | – | 0.06% | 40 |
|
|
2024
Q3 | $902K | Hold |
19,109
| – | – | 0.05% | 43 |
|
|
2024
Q2 | $829K | Hold |
19,109
| – | – | 0.05% | 44 |
|
|
2024
Q1 | $829K | Sell |
19,109
-100
| -0.5% | -$4.34K | 0.05% | 45 |
|
|
2023
Q4 | $843K | Hold |
19,209
| – | – | 0.06% | 47 |
|
|
2023
Q3 | $670K | Hold |
19,209
| – | – | 0.05% | 48 |
|
|
2023
Q2 | $516K | Sell |
19,209
-396
| -2% | -$10.6K | 0.04% | 47 |
|
|
2023
Q1 | $587K | Sell |
19,605
-61
| -0.3% | -$1.83K | 0.04% | 69 |
|
|
2022
Q4 | $967K | Buy |
19,666
+22
| +0.1% | +$1.08K | 0.07% | 46 |
|
|
2022
Q3 | $999K | Sell |
19,644
-14
| -0.1% | -$712 | 0.08% | 44 |
|
|
2022
Q2 | $1M | Buy |
19,658
+5
| +0% | +$255 | 0.07% | 43 |
|
|
2022
Q1 | $1.29M | Sell |
19,653
-29
| -0.1% | -$1.9K | 0.09% | 39 |
|
|
2021
Q4 | $1.24M | Sell |
19,682
-2
| -0% | -$126 | 0.08% | 40 |
|
|
2021
Q3 | $1.22M | Buy |
+19,684
| New | +$1.22M | 0.08% | 38 |
|