HIA
Harbor Investment Advisory’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Hold |
62,928
| – | – | 0.29% | 71 |
|
|
2025
Q1 | $3.14M | Hold |
62,928
| – | – | 0.31% | 66 |
|
|
2024
Q4 | $3.41M | Sell |
62,928
-670
| -1% | -$36.3K | 0.32% | 63 |
|
|
2024
Q3 | $3M | Hold |
63,598
| – | – | 0.3% | 66 |
|
|
2024
Q2 | $2.76M | Sell |
63,598
-59,448
| -48% | -$2.58M | 0.29% | 67 |
|
|
2024
Q1 | $5.34M | Hold |
123,046
| – | – | 0.56% | 31 |
|
|
2023
Q4 | $5.4M | Buy |
123,046
+59,208
| +93% | +$2.6M | 0.62% | 28 |
|
|
2023
Q3 | $2.23M | Hold |
63,838
| – | – | 0.29% | 66 |
|
|
2023
Q2 | $1.71M | Sell |
63,838
-8
| -0% | -$215 | 0.24% | 84 |
|
|
2023
Q1 | $1.91M | Buy |
63,846
+60,521
| +1,820% | +$1.81M | 0.29% | 76 |
|
|
2022
Q4 | $163K | Sell |
3,325
-521
| -14% | -$25.6K | 0.03% | 377 |
|
|
2022
Q3 | $196K | Hold |
3,846
| – | – | 0.03% | 334 |
|
|
2022
Q2 | $196K | Hold |
3,846
| – | – | 0.03% | 342 |
|
|
2022
Q1 | $252K | Hold |
3,846
| – | – | 0.03% | 326 |
|
|
2021
Q4 | $243K | Sell |
3,846
-1,135
| -23% | -$71.7K | 0.03% | 339 |
|
|
2021
Q3 | $308K | Hold |
4,981
| – | – | 0.04% | 284 |
|
|
2021
Q2 | $263K | Hold |
4,981
| – | – | 0.04% | 313 |
|
|
2021
Q1 | $274K | Hold |
4,981
| – | – | 0.04% | 285 |
|
|
2020
Q4 | $216K | Buy |
4,981
+4,245
| +577% | +$184K | 0.03% | 300 |
|
|
2020
Q3 | $22K | Buy |
736
+702
| +2,065% | +$21K | ﹤0.01% | 712 |
|
|
2020
Q2 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 1117 |
|