Impact Partnership Wealth’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 | $214K | Buy |
+4,116
| New | +$214K | 0.04% | 267 |
|
|
2025
Q1 | – | Sell |
-6,117
| Closed | -$332K | – | 349 |
|
|
2024
Q4 | $332K | Buy |
6,117
+415
| +7% | +$22.5K | 0.07% | 186 |
|
|
2024
Q3 | $269K | Sell |
5,702
-224
| -4% | -$10.6K | 0.06% | 190 |
|
|
2024
Q2 | $257K | Buy |
5,926
+934
| +19% | +$40.5K | 0.07% | 177 |
|
|
2024
Q1 | $217K | Sell |
4,992
-792
| -14% | -$34.4K | 0.09% | 159 |
|
|
2023
Q4 | $254K | Buy |
5,784
+1,478
| +34% | +$64.8K | 0.09% | 142 |
|
|
2023
Q3 | $150K | Buy |
+4,306
| New | +$150K | 0.05% | 226 |
|