IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $162K | Sell |
2,807
-71
| -2% | -$4.18K | ﹤0.01% | 1514 |
|
|
2025
Q4 | $168K | Buy |
2,878
+45
| +2% | +$2.45K | ﹤0.01% | 1463 |
|
|
2025
Q3 | $160K | Buy |
2,833
+2,413
| +575% | +$134K | ﹤0.01% | 1403 |
|
|
2025
Q2 | $51.5K | Sell |
420
-130
| -24% | -$6.1K | ﹤0.01% | 2032 |
|
|
2025
Q1 | $27.4K | Buy |
550
+56
| +11% | +$3.02K | ﹤0.01% | 2165 |
|
|
2024
Q4 | $26.8K | Buy |
494
+14
| +3% | +$767 | ﹤0.01% | 2111 |
|
|
2024
Q3 | $22.6K | Sell |
480
-1,364
| -74% | -$64.6K | ﹤0.01% | 2101 |
|
|
2024
Q2 | $80K | Buy |
1,844
+179
| +11% | +$7.55K | ﹤0.01% | 1455 |
|
|
2024
Q1 | $72.3K | Buy |
1,665
+356
| +27% | +$14.7K | ﹤0.01% | 1433 |
|
|
2023
Q4 | $57.4K | Buy |
1,309
+867
| +196% | +$31.3K | ﹤0.01% | 1489 |
|
|
2023
Q3 | $15.4K | Sell |
442
-512
| -54% | -$17.9K | ﹤0.01% | 2067 |
|
|
2023
Q2 | $25.6K | Buy |
954
+823
| +628% | +$22.8K | ﹤0.01% | 1896 |
|
|
2023
Q1 | $7.29K | Sell |
131
-1,636
| -93% | -$74.9K | ﹤0.01% | 2419 |
|
|
2022
Q4 | $123K | Sell |
1,767
-1,602
| -48% | -$80.1K | ﹤0.01% | 1637 |
|
|
2022
Q3 | $206K | Buy |
3,369
+1,000
| +42% | +$54.7K | 0.01% | 1386 |
|
|
2022
Q2 | $151K | Hold |
2,369
| – | – | ﹤0.01% | 1450 |
|
|
2022
Q1 | $151K | Buy |
2,369
+1,885
| +389% | +$129K | ﹤0.01% | 1450 |
|
|
2021
Q4 | $31K | Buy |
484
+114
| +31% | +$7.28K | ﹤0.01% | 1758 |
|
|
2021
Q3 | $23K | Buy |
370
+145
| +64% | +$7.97K | ﹤0.01% | 1930 |
|
|
2021
Q2 | $12K | Buy |
225
+14
| +7% | +$784 | ﹤0.01% | 2158 |
|
|
2021
Q1 | $12K | Hold |
211
| – | – | ﹤0.01% | 2075 |
|
|
2020
Q4 | $10K | Hold |
211
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q3 | $5K | Sell |
211
-40
| -16% | -$1.29K | ﹤0.01% | 2202 |
|
|
2020
Q2 | $8K | Buy |
251
+73
| +41% | +$2.31K | ﹤0.01% | 1920 |
|
|
2020
Q1 | $5K | Buy |
178
+39
| +28% | +$1.61K | ﹤0.01% | 2090 |
|
|
2019
Q4 | $7K | Sell |
139
-136
| -49% | -$6.6K | ﹤0.01% | 2083 |
|
|
2019
Q3 | $12K | Buy |
+275
| New | +$11.9K | ﹤0.01% | 2004 |
|
|
2019
Q1 | $15K | Sell |
320
-272
| -46% | -$13K | ﹤0.01% | 1454 |
|
|
2018
Q4 | $24K | Sell |
592
-918
| -61% | -$42.8K | ﹤0.01% | 2029 |
|
|
2018
Q3 | $76K | Sell |
1,510
-1,206
| -44% | -$63.7K | ﹤0.01% | 1651 |
|
|
2018
Q2 | $143K | Buy |
2,716
+680
| +33% | +$37.5K | 0.01% | 1275 |
|
|
2018
Q1 | $103K | Hold |
2,036
| – | – | ﹤0.01% | 1369 |
|
|
2017
Q4 | $103K | Sell |
2,036
-3,189
| -61% | -$153K | ﹤0.01% | 1382 |
|
|
2017
Q3 | $247K | Sell |
5,225
-226
| -4% | -$10.1K | 0.01% | 1022 |
|
|
2017
Q2 | $239K | Buy |
5,451
+2,220
| +69% | +$91.4K | 0.01% | 1023 |
|
|
2017
Q1 | $136K | Sell |
3,231
-45
| -1% | -$1.96K | 0.01% | 1324 |
|
|
2016
Q4 | $141K | Buy |
3,276
+24
| +0.7% | +$884 | 0.01% | 1236 |
|
|
2016
Q3 | $101K | Buy |
3,252
+13
| +0.4% | +$369 | 0.01% | 1355 |
|
|
2016
Q2 | $81K | Buy |
3,239
+2,919
| +912% | +$77.5K | ﹤0.01% | 1466 |
|
|
2016
Q1 | $15K | Sell |
320
-969
| -75% | -$22.3K | ﹤0.01% | 1452 |
|
|
2015
Q4 | $35K | Buy |
+1,289
| New | +$37K | ﹤0.01% | 1828 |
|
Other funds holding ZION
VPM
VCM
FMI
