Kozak & Associates’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 | $45.2K | Buy |
812
+7
| +0.9% | +$390 | 0.01% | 154 |
|
|
2025
Q1 | $34.5K | Buy |
805
+7
| +0.9% | +$300 | 0.01% | 144 |
|
|
2024
Q4 | $43.8K | Buy |
798
+5
| +0.6% | +$275 | 0.01% | 138 |
|
|
2024
Q3 | $40.5K | Buy |
793
+7
| +0.9% | +$357 | 0.01% | 145 |
|
|
2024
Q2 | $34.2K | Buy |
786
+47
| +6% | +$2.05K | 0.01% | 144 |
|
|
2024
Q1 | $33.1K | Buy |
739
+8
| +1% | +$358 | 0.01% | 146 |
|
|
2023
Q4 | $30.1K | Buy |
731
+8
| +1% | +$329 | 0.01% | 165 |
|
|
2023
Q3 | $24.4K | Buy |
723
+107
| +17% | +$3.6K | 0.01% | 182 |
|
|
2023
Q2 | $17.3K | Buy |
616
+194
| +46% | +$5.46K | 0.01% | 196 |
|
|
2023
Q1 | $12.6K | Buy |
422
+194
| +85% | +$5.8K | 0.01% | 215 |
|
|
2022
Q4 | $11K | Buy |
228
+22
| +11% | +$1.06K | 0.01% | 224 |
|
|
2022
Q3 | $10K | Buy |
206
+2
| +1% | +$97 | 0.01% | 222 |
|
|
2022
Q2 | $10K | Buy |
204
+1
| +0.5% | +$49 | 0.01% | 233 |
|
|
2022
Q1 | $13K | Hold |
203
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $13K | Buy |
203
+2
| +1% | +$128 | 0.01% | 234 |
|
|
2021
Q3 | $13K | Buy |
+201
| New | +$13K | 0.01% | 227 |
|