NorthRock Partners’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
$202K Sell
3,892
-295
-7% -$15.3K 0.01% 647
2025
Q1
$209K Sell
4,187
-442
-10% -$22K 0.01% 557
2024
Q4
$251K Sell
4,629
-1,776
-28% -$96.3K 0.01% 517
2024
Q3
$302K Buy
6,405
+15
+0.2% +$708 0.01% 490
2024
Q2
$277K Buy
6,390
+1
+0% +$43 0.01% 496
2024
Q1
$277K Buy
6,389
+729
+13% +$31.6K 0.01% 494
2023
Q4
$248K Buy
+5,660
New +$248K 0.01% 494