Moneta Group Investment Advisors’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 | $212K | Sell |
4,089
-558
| -12% | -$29K | ﹤0.01% | 659 |
|
|
2025
Q1 | $232K | Buy |
4,647
+45
| +1% | +$2.24K | ﹤0.01% | 591 |
|
|
2024
Q4 | $250K | Sell |
4,602
-34
| -0.7% | -$1.85K | ﹤0.01% | 582 |
|
|
2024
Q3 | $219K | Sell |
4,636
-32
| -0.7% | -$1.51K | ﹤0.01% | 601 |
|
|
2024
Q2 | $202K | Buy |
+4,668
| New | +$202K | ﹤0.01% | 577 |
|
|
2024
Q1 | – | Sell |
-5,099
| Closed | -$224K | – | 636 |
|
|
2023
Q4 | $224K | Buy |
+5,099
| New | +$224K | ﹤0.01% | 511 |
|
|
2022
Q3 | – | Sell |
-4,008
| Closed | -$204K | – | 473 |
|
|
2022
Q2 | $204K | Buy |
4,008
+271
| +7% | +$13.8K | 0.01% | 440 |
|
|
2022
Q1 | $245K | Sell |
3,737
-31
| -0.8% | -$2.03K | 0.01% | 389 |
|
|
2021
Q4 | $238K | Sell |
3,768
-223
| -6% | -$14.1K | 0.01% | 425 |
|
|
2021
Q3 | $247K | Buy |
+3,991
| New | +$247K | 0.01% | 394 |
|
|
2021
Q2 | – | Sell |
-3,766
| Closed | -$207K | – | 461 |
|
|
2021
Q1 | $207K | Buy |
+3,766
| New | +$207K | 0.01% | 401 |
|
|
2018
Q2 | – | Sell |
-40
| Closed | -$2K | – | 645 |
|
|
2018
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 560 |
|