Moneta Group Investment Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $237K | Buy |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $219K | Sell |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $224K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $207K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Buy |
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