Kestra Private Wealth Services’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 | $1.14M | Buy |
19,843
+520
| +3% | +$30.6K | 0.01% | 767 |
|
|
2025
Q4 | $1.13M | Buy |
19,323
+14
| +0.1% | +$762 | 0.01% | 757 |
|
|
2025
Q3 | $1.09M | Sell |
19,309
-87
| -0.4% | -$4.84K | 0.01% | 738 |
|
|
2025
Q2 | $1.01M | Buy |
19,396
+77
| +0.4% | +$3.61K | 0.01% | 745 |
|
|
2025
Q1 | $963K | Buy |
19,319
+540
| +3% | +$29.1K | 0.02% | 696 |
|
|
2024
Q4 | $1.02M | Buy |
18,779
+154
| +0.8% | +$8.44K | 0.02% | 643 |
|
|
2024
Q3 | $879K | Sell |
18,625
-3,325
| -15% | -$157K | 0.02% | 660 |
|
|
2024
Q2 | $952K | Sell |
21,950
-1,892
| -8% | -$79.8K | 0.02% | 591 |
|
|
2024
Q1 | $1.03M | Buy |
23,842
+1,554
| +7% | +$64.1K | 0.02% | 550 |
|
|
2023
Q4 | $978K | Buy |
22,288
+286
| +1% | +$10.3K | 0.02% | 534 |
|
|
2023
Q3 | $768K | Buy |
22,002
+2,351
| +12% | +$82K | 0.02% | 531 |
|
|
2023
Q2 | $528K | Buy |
19,651
+6,440
| +49% | +$179K | 0.02% | 615 |
|
|
2023
Q1 | $395K | Buy |
13,211
+5,546
| +72% | +$254K | 0.02% | 673 |
|
|
2022
Q4 | $377K | Sell |
7,665
-794
| -9% | -$39.7K | 0.02% | 600 |
|
|
2022
Q3 | $430K | Buy |
8,459
+873
| +12% | +$47.7K | 0.02% | 535 |
|
|
2022
Q2 | $386K | Sell |
7,586
-1
| -0% | -$57 | 0.02% | 587 |
|
|
2022
Q1 | $497K | Buy |
7,587
+92
| +1% | +$6.29K | 0.02% | 577 |
|
|
2021
Q4 | $473K | Buy |
7,495
+72
| +1% | +$4.6K | 0.02% | 616 |
|
|
2021
Q3 | $459K | Buy |
7,423
+3
| +0% | +$165 | 0.03% | 565 |
|
|
2021
Q2 | $392K | Buy |
7,420
+3
| +0% | +$168 | 0.02% | 576 |
|
|
2021
Q1 | $408K | Sell |
7,417
-715
| -9% | -$36.8K | 0.03% | 508 |
|
|
2020
Q4 | $351K | Buy |
+8,132
| New | +$301K | 0.03% | 528 |
|
Other funds holding ZION
VPM
VCM
FMI
