Northwestern Mutual Wealth Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.1K | Buy |
748
+10
| +1% | +$589 | ﹤0.01% | 2494 |
|
|
2025
Q4 | $43.2K | Sell |
738
-1,704
| -70% | -$92.8K | ﹤0.01% | 2460 |
|
|
2025
Q3 | $138K | Buy |
2,442
+20
| +0.8% | +$1.11K | ﹤0.01% | 1937 |
|
|
2025
Q2 | $126K | Buy |
2,422
+105
| +5% | +$4.93K | ﹤0.01% | 1924 |
|
|
2025
Q1 | $116K | Sell |
2,317
-292
| -11% | -$15.7K | ﹤0.01% | 1874 |
|
|
2024
Q4 | $142K | Sell |
2,609
-56
| -2% | -$3.07K | ﹤0.01% | 1795 |
|
|
2024
Q3 | $126K | Sell |
2,665
-305
| -10% | -$14.4K | ﹤0.01% | 1808 |
|
|
2024
Q2 | $129K | Buy |
2,970
+85
| +3% | +$3.59K | ﹤0.01% | 1735 |
|
|
2024
Q1 | $125K | Sell |
2,885
-926
| -24% | -$38.2K | ﹤0.01% | 1738 |
|
|
2023
Q4 | $167K | Sell |
3,811
-101
| -3% | -$3.65K | ﹤0.01% | 1573 |
|
|
2023
Q3 | $136K | Sell |
3,912
-73
| -2% | -$2.54K | ﹤0.01% | 1588 |
|
|
2023
Q2 | $107K | Buy |
3,985
+1,047
| +36% | +$29K | ﹤0.01% | 1691 |
|
|
2023
Q1 | $87.9K | Buy |
2,938
+46
| +2% | +$2.1K | ﹤0.01% | 1730 |
|
|
2022
Q4 | $142K | Sell |
2,892
-1,463
| -34% | -$73.2K | ﹤0.01% | 1525 |
|
|
2022
Q3 | $221K | Buy |
4,355
+1,571
| +56% | +$85.9K | ﹤0.01% | 1364 |
|
|
2022
Q2 | $141K | Buy |
2,784
+353
| +15% | +$20.1K | ﹤0.01% | 1518 |
|
|
2022
Q1 | $160K | Sell |
2,431
-9,106
| -79% | -$623K | ﹤0.01% | 1525 |
|
|
2021
Q4 | $729K | Buy |
11,537
+49
| +0.4% | +$3.13K | ﹤0.01% | 934 |
|
|
2021
Q3 | $711K | Buy |
11,488
+75
| +0.7% | +$4.12K | ﹤0.01% | 866 |
|
|
2021
Q2 | $603K | Sell |
11,413
-3,498
| -23% | -$196K | ﹤0.01% | 918 |
|
|
2021
Q1 | $819K | Buy |
14,911
+7,557
| +103% | +$389K | ﹤0.01% | 771 |
|
|
2020
Q4 | $319K | Buy |
7,354
+4,490
| +157% | +$166K | ﹤0.01% | 977 |
|
|
2020
Q3 | $84K | Hold |
2,864
| – | – | ﹤0.01% | 1331 |
|
|
2020
Q2 | $97K | Sell |
2,864
-3,125
| -52% | -$98.9K | ﹤0.01% | 1225 |
|
|
2020
Q1 | $161K | Buy |
5,989
+170
| +3% | +$7K | ﹤0.01% | 958 |
|
|
2019
Q4 | $302K | Buy |
5,819
+3,799
| +188% | +$184K | ﹤0.01% | 817 |
|
|
2019
Q3 | $90K | Sell |
2,020
-268
| -12% | -$11.6K | ﹤0.01% | 1197 |
|
|
2019
Q2 | $105K | Buy |
2,288
+190
| +9% | +$8.79K | ﹤0.01% | 1098 |
|
|
2019
Q1 | $95K | Buy |
2,098
+35
| +2% | +$1.67K | ﹤0.01% | 1124 |
|
|
2018
Q4 | $84K | Buy |
2,063
+128
| +7% | +$5.97K | ﹤0.01% | 1055 |
|
|
2018
Q3 | $97K | Buy |
1,935
+288
| +17% | +$15.2K | ﹤0.01% | 1050 |
|
|
2018
Q2 | $87K | Sell |
1,647
-110
| -6% | -$6.07K | ﹤0.01% | 1044 |
|
|
2018
Q1 | $93K | Sell |
1,757
-43
| -2% | -$2.31K | ﹤0.01% | 980 |
|
|
2017
Q4 | $92K | Buy |
1,800
+82
| +5% | +$3.93K | ﹤0.01% | 946 |
|
|
2017
Q3 | $81K | Buy |
1,718
+2
| +0.1% | +$89 | ﹤0.01% | 953 |
|
|
2017
Q2 | $75K | Sell |
1,716
-19
| -1% | -$782 | ﹤0.01% | 967 |
|
|
2017
Q1 | $73K | Sell |
1,735
-248
| -13% | -$10.8K | ﹤0.01% | 923 |
|
|
2016
Q4 | $85K | Buy |
+1,983
| New | +$73.1K | ﹤0.01% | 865 |
|
|
2016
Q3 | – | Sell |
-1,930
| Closed | -$48K | – | 1581 |
|
|
2016
Q2 | $48K | Buy |
1,930
+305
| +19% | +$8.09K | ﹤0.01% | 917 |
|
|
2016
Q1 | $39K | Sell |
1,625
-218
| -12% | -$5.01K | ﹤0.01% | 977 |
|
|
2015
Q4 | $50K | Buy |
1,843
+354
| +24% | +$10.2K | ﹤0.01% | 789 |
|
|
2015
Q3 | $41K | Buy |
1,489
+462
| +45% | +$13.7K | ﹤0.01% | 748 |
|
|
2015
Q2 | $33K | Buy |
1,027
+3
| +0.3% | +$88 | ﹤0.01% | 766 |
|
|
2015
Q1 | $28K | Buy |
1,024
+495
| +94% | +$13K | ﹤0.01% | 789 |
|
|
2014
Q4 | $15K | Hold |
529
| – | – | ﹤0.01% | 968 |
|
|
2014
Q3 | $15K | Sell |
529
-1,275
| -71% | -$37K | ﹤0.01% | 867 |
|
|
2014
Q2 | $53K | Buy |
1,804
+1,300
| +258% | +$38.2K | ﹤0.01% | 596 |
|
|
2014
Q1 | $16K | Sell |
504
-88
| -15% | -$2.67K | ﹤0.01% | 795 |
|
|
2013
Q4 | $17K | Sell |
592
-2,044
| -78% | -$58.8K | ﹤0.01% | 819 |
|
|
2013
Q3 | $72K | Sell |
2,636
-379
| -13% | -$11.1K | ﹤0.01% | 515 |
|
|
2013
Q2 | $87K | Buy |
+3,015
| New | +$78.8K | 0.01% | 464 |
|
Other funds holding ZION
VPM
VCM
FMI
