Mount Yale 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 | $62.3K | Buy |
+1,199
| New | +$62.3K | ﹤0.01% | 759 |
|
|
2020
Q1 | – | Sell |
-6,580
| Closed | -$299K | – | 337 |
|
|
2019
Q4 | $299K | Buy |
6,580
+77
| +1% | +$3.5K | 0.05% | 276 |
|
|
2019
Q3 | $330K | Sell |
6,503
-1,492
| -19% | -$75.7K | 0.06% | 257 |
|
|
2019
Q2 | $330K | Sell |
7,995
-880
| -10% | -$36.3K | 0.06% | 251 |
|
|
2019
Q1 | $403K | Sell |
8,875
-326
| -4% | -$14.8K | 0.08% | 218 |
|
|
2018
Q4 | $455K | Buy |
9,201
+2,596
| +39% | +$128K | 0.09% | 192 |
|
|
2018
Q3 | $328K | Sell |
6,605
-3,106
| -32% | -$154K | 0.06% | 238 |
|
|
2018
Q2 | $512K | Sell |
9,711
-183
| -2% | -$9.65K | 0.1% | 168 |
|
|
2018
Q1 | $522K | Buy |
+9,894
| New | +$522K | 0.11% | 161 |
|