HBK Sorce Advisory’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.5M | Sell |
55,947
-5,964
| -10% | -$351K | 0.07% | 105 |
|
|
2025
Q4 | $4.04M | Sell |
61,911
-1,227
| -2% | -$66.8K | 0.09% | 91 |
|
|
2025
Q3 | $3.41M | Sell |
63,138
-2,103
| -3% | -$117K | 0.09% | 97 |
|
|
2025
Q2 | $3.39M | Sell |
65,241
-500
| -0.8% | -$23.5K | 0.09% | 98 |
|
|
2025
Q1 | $3.28M | Buy |
65,741
+566
| +0.9% | +$30.5K | 0.1% | 95 |
|
|
2024
Q4 | $3.54M | Sell |
65,175
-1,573
| -2% | -$86.2K | 0.11% | 88 |
|
|
2024
Q3 | $3.15M | Sell |
66,748
-665
| -1% | -$31.5K | 0.1% | 97 |
|
|
2024
Q2 | $2.92M | Sell |
67,413
-426
| -0.6% | -$18K | 0.1% | 94 |
|
|
2024
Q1 | $2.94M | Buy |
67,839
+524
| +0.8% | +$21.6K | 0.1% | 102 |
|
|
2023
Q4 | $2.95M | Sell |
67,315
-660
| -1% | -$23.8K | 0.11% | 100 |
|
|
2023
Q3 | $2.37M | Sell |
67,975
-24,842
| -27% | -$866K | 0.1% | 117 |
|
|
2023
Q2 | $2.49M | Buy |
92,817
+33,679
| +57% | +$934K | 0.11% | 116 |
|
|
2023
Q1 | $1.77M | Sell |
59,138
-57,688
| -49% | -$2.64M | 0.08% | 146 |
|
|
2022
Q4 | $5.74M | Buy |
116,826
+55,871
| +92% | +$2.8M | 0.15% | 94 |
|
|
2022
Q3 | $3.1M | Buy |
60,955
+5,915
| +11% | +$323K | 0.21% | 73 |
|
|
2022
Q2 | $2.8M | Sell |
55,040
-2,452
| -4% | -$139K | 0.21% | 71 |
|
|
2022
Q1 | $3.77M | Buy |
57,492
+3,159
| +6% | +$216K | 0.21% | 71 |
|
|
2021
Q4 | $3.43M | Sell |
54,333
-193
| -0.4% | -$12.3K | 0.17% | 87 |
|
|
2021
Q3 | $3.38M | Buy |
54,526
+599
| +1% | +$32.9K | 0.19% | 84 |
|
|
2021
Q2 | $2.85M | Sell |
53,927
-1,469
| -3% | -$82.3K | 0.16% | 100 |
|
|
2021
Q1 | $3.04M | Buy |
55,396
+1,607
| +3% | +$82.7K | 0.18% | 86 |
|
|
2020
Q4 | $2.34M | Buy |
53,789
+13,312
| +33% | +$492K | 0.14% | 102 |
|
|
2020
Q3 | $1.18M | Buy |
40,477
+7,995
| +25% | +$258K | 0.08% | 152 |
|
|
2020
Q2 | $1.1M | Buy |
32,482
+7,947
| +32% | +$252K | 0.08% | 155 |
|
|
2020
Q1 | $657K | Buy |
24,535
+3,255
| +15% | +$134K | 0.06% | 181 |
|
|
2019
Q4 | $1.1M | Buy |
21,280
+2,461
| +13% | +$119K | 0.1% | 153 |
|
|
2019
Q3 | $838K | Sell |
18,819
-577
| -3% | -$24.9K | 0.08% | 180 |
|
|
2019
Q2 | $892K | Buy |
19,396
+148
| +0.8% | +$6.85K | 0.09% | 167 |
|
|
2019
Q1 | $874K | Buy |
19,248
+2,565
| +15% | +$122K | 0.09% | 169 |
|
|
2018
Q4 | $680K | Buy |
16,683
+2,160
| +15% | +$101K | 0.08% | 182 |
|
|
2018
Q3 | $728K | Sell |
14,523
-684
| -4% | -$36.1K | 0.08% | 168 |
|
|
2018
Q2 | $801K | Sell |
15,207
-522
| -3% | -$28.8K | 0.09% | 157 |
|
|
2018
Q1 | $829K | Buy |
15,729
+762
| +5% | +$41K | 0.1% | 144 |
|
|
2017
Q4 | $761K | Buy |
14,967
+799
| +6% | +$38.3K | 0.09% | 166 |
|
|
2017
Q3 | $668K | Buy |
14,168
+5,248
| +59% | +$234K | 0.1% | 145 |
|
|
2017
Q2 | $392K | Buy |
8,920
+543
| +6% | +$22.4K | 0.06% | 202 |
|
|
2017
Q1 | $352K | Buy |
+8,377
| New | +$364K | 0.08% | 208 |
|
Other funds holding ZION
VPM
VCM
FMI
