JFS Wealth Advisors’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 | $6.39K | Sell |
123
-5
| -4% | -$260 | ﹤0.01% | 1000 |
|
|
2025
Q1 | $6.38K | Buy |
128
+7
| +6% | +$349 | ﹤0.01% | 1026 |
|
|
2024
Q4 | $6.57K | Hold |
121
| – | – | ﹤0.01% | 1009 |
|
|
2024
Q3 | $5.71K | Sell |
121
-11
| -8% | -$519 | ﹤0.01% | 1075 |
|
|
2024
Q2 | $5.73K | Sell |
132
-3
| -2% | -$130 | ﹤0.01% | 1014 |
|
|
2024
Q1 | $5.86K | Sell |
135
-30
| -18% | -$1.3K | ﹤0.01% | 1044 |
|
|
2023
Q4 | $7.24K | Buy |
165
+28
| +20% | +$1.23K | ﹤0.01% | 904 |
|
|
2023
Q3 | $4.78K | Buy |
137
+136
| +13,600% | +$4.75K | ﹤0.01% | 1005 |
|
|
2023
Q2 | $27 | Sell |
1
-20
| -95% | -$540 | ﹤0.01% | 1963 |
|
|
2023
Q1 | $629 | Sell |
21
-72
| -77% | -$2.16K | ﹤0.01% | 1682 |
|
|
2022
Q4 | $4.57K | Sell |
93
-46
| -33% | -$2.26K | ﹤0.01% | 1024 |
|
|
2022
Q3 | $7K | Buy |
139
+80
| +136% | +$4.03K | ﹤0.01% | 882 |
|
|
2022
Q2 | $3K | Sell |
59
-61
| -51% | -$3.1K | ﹤0.01% | 1256 |
|
|
2022
Q1 | $8K | Buy |
120
+71
| +145% | +$4.73K | ﹤0.01% | 893 |
|
|
2021
Q4 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 1006 |
|