Kestra Advisory Services’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 | $556K | Buy |
10,704
+1,070
| +11% | +$55.6K | ﹤0.01% | 1878 |
|
|
2025
Q1 | $480K | Buy |
9,634
+303
| +3% | +$15.1K | ﹤0.01% | 1837 |
|
|
2024
Q4 | $506K | Sell |
9,331
-259
| -3% | -$14.1K | ﹤0.01% | 1860 |
|
|
2024
Q3 | $453K | Sell |
9,590
-2,570
| -21% | -$121K | ﹤0.01% | 1820 |
|
|
2024
Q2 | $527K | Buy |
12,160
+1,260
| +12% | +$54.6K | ﹤0.01% | 1732 |
|
|
2024
Q1 | $473K | Buy |
10,900
+776
| +8% | +$33.7K | ﹤0.01% | 1701 |
|
|
2023
Q4 | $444K | Sell |
10,124
-202
| -2% | -$8.86K | ﹤0.01% | 1597 |
|
|
2023
Q3 | $360K | Buy |
10,326
+2,467
| +31% | +$86.1K | ﹤0.01% | 1553 |
|
|
2023
Q2 | $211K | Buy |
+7,859
| New | +$211K | ﹤0.01% | 1875 |
|
|
2023
Q1 | – | Sell |
-5,983
| Closed | -$294K | – | 2328 |
|
|
2022
Q4 | $294K | Buy |
+5,983
| New | +$294K | ﹤0.01% | 1759 |
|
|
2022
Q3 | – | Sell |
-5,166
| Closed | -$263K | – | 2256 |
|
|
2022
Q2 | $263K | Buy |
5,166
+1,981
| +62% | +$101K | ﹤0.01% | 1711 |
|
|
2022
Q1 | $209K | Buy |
+3,185
| New | +$209K | ﹤0.01% | 1824 |
|
|
2021
Q3 | – | Sell |
-4,176
| Closed | -$221K | – | 2189 |
|
|
2021
Q2 | $221K | Sell |
4,176
-1,954
| -32% | -$103K | ﹤0.01% | 1801 |
|
|
2021
Q1 | $337K | Buy |
+6,130
| New | +$337K | ﹤0.01% | 1389 |
|