Jones Financial Companies’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Buy |
12,797
+4,969
| +63% | +$256K | ﹤0.01% | 1176 |
|
|
2025
Q1 | $387K | Buy |
7,828
+1,162
| +17% | +$57.5K | ﹤0.01% | 1228 |
|
|
2024
Q4 | $362K | Buy |
6,666
+1,226
| +23% | +$66.5K | ﹤0.01% | 1122 |
|
|
2024
Q3 | $253K | Buy |
+5,440
| New | +$253K | ﹤0.01% | 1063 |
|
|
2024
Q2 | – | Sell |
-408
| Closed | -$17.7K | – | 2456 |
|
|
2024
Q1 | $17.7K | Sell |
408
-257
| -39% | -$11.2K | ﹤0.01% | 934 |
|
|
2023
Q4 | $29.2K | Buy |
+665
| New | +$29.2K | ﹤0.01% | 542 |
|
|
2023
Q1 | – | Sell |
-36
| Closed | -$2K | – | 796 |
|
|
2022
Q4 | $2K | Sell |
36
-18
| -33% | -$1K | ﹤0.01% | 626 |
|
|
2022
Q3 | $3K | Sell |
54
-18
| -25% | -$1K | ﹤0.01% | 502 |
|
|
2022
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 564 |
|
|
2022
Q1 | $5K | Sell |
72
-78
| -52% | -$5.42K | ﹤0.01% | 588 |
|
|
2021
Q4 | $9K | Buy |
150
+72
| +92% | +$4.32K | ﹤0.01% | 571 |
|
|
2021
Q3 | $5K | Sell |
78
-73
| -48% | -$4.68K | ﹤0.01% | 578 |
|
|
2021
Q2 | $8K | Sell |
151
-42
| -22% | -$2.23K | ﹤0.01% | 510 |
|
|
2021
Q1 | $11K | Buy |
193
+136
| +239% | +$7.75K | ﹤0.01% | 527 |
|
|
2020
Q4 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 634 |
|