HB Wealth Management’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 | $465K | Sell |
8,946
-1,643
| -16% | -$85.3K | ﹤0.01% | 750 |
|
|
2025
Q1 | $528K | Buy |
10,589
+191
| +2% | +$9.52K | ﹤0.01% | 729 |
|
|
2024
Q4 | $564K | Buy |
10,398
+6
| +0.1% | +$326 | 0.01% | 573 |
|
|
2024
Q3 | $491K | Buy |
10,392
+98
| +1% | +$4.63K | 0.01% | 585 |
|
|
2024
Q2 | $446K | Sell |
10,294
-102
| -1% | -$4.42K | 0.01% | 572 |
|
|
2024
Q1 | $451K | Buy |
10,396
+1,432
| +16% | +$62.2K | 0.01% | 534 |
|
|
2023
Q4 | $393K | Buy |
8,964
+1,555
| +21% | +$68.2K | 0.01% | 521 |
|
|
2023
Q3 | $258K | Buy |
+7,409
| New | +$258K | ﹤0.01% | 608 |
|