NewEdge 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 | $773K | Sell |
14,888
-1,886
| -11% | -$98K | ﹤0.01% | 1431 |
|
|
2025
Q1 | $836K | Sell |
16,774
-338
| -2% | -$16.9K | 0.01% | 1285 |
|
|
2024
Q4 | $928K | Buy |
17,112
+101
| +0.6% | +$5.48K | 0.01% | 1203 |
|
|
2024
Q3 | $803K | Buy |
17,011
+199
| +1% | +$9.4K | 0.01% | 1204 |
|
|
2024
Q2 | $729K | Buy |
16,812
+50
| +0.3% | +$2.17K | 0.01% | 1210 |
|
|
2024
Q1 | $727K | Buy |
16,762
+1,472
| +10% | +$63.9K | 0.01% | 1153 |
|
|
2023
Q4 | $664K | Buy |
15,290
+7,429
| +95% | +$323K | 0.01% | 1144 |
|
|
2023
Q3 | $274K | Buy |
7,861
+1,596
| +25% | +$55.7K | ﹤0.01% | 1474 |
|
|
2023
Q2 | $168K | Sell |
6,265
-10,698
| -63% | -$287K | ﹤0.01% | 1695 |
|
|
2023
Q1 | $508K | Sell |
16,963
-2,671
| -14% | -$79.9K | 0.01% | 1109 |
|
|
2022
Q4 | $279K | Buy |
19,634
+13,949
| +245% | +$198K | 0.01% | 1039 |
|
|
2022
Q3 | $289K | Sell |
5,685
-14,821
| -72% | -$753K | ﹤0.01% | 1224 |
|
|
2022
Q2 | $1.04M | Buy |
+20,506
| New | +$1.04M | 0.02% | 651 |
|
|
2022
Q1 | – | Sell |
-4,912
| Closed | -$310K | – | 1678 |
|
|
2021
Q4 | $310K | Sell |
4,912
-2,381
| -33% | -$150K | ﹤0.01% | 1314 |
|
|
2021
Q3 | $451K | Sell |
7,293
-33,383
| -82% | -$2.06M | 0.01% | 774 |
|
|
2021
Q2 | $2.15M | Sell |
40,676
-244
| -0.6% | -$12.9K | 0.06% | 291 |
|
|
2021
Q1 | $2.25M | Buy |
40,920
+22,062
| +117% | +$1.21M | 0.07% | 259 |
|
|
2020
Q4 | $819K | Buy |
+18,858
| New | +$819K | 0.03% | 467 |
|
|
2017
Q3 | – | Sell |
-157
| Closed | -$7.01K | – | 1154 |
|
|
2017
Q2 | $7.01K | Buy |
+157
| New | +$7.01K | ﹤0.01% | 1074 |
|