Oak Thistle LLC’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 | $304K | Buy |
+5,857
| New | +$304K | 0.04% | 413 |
|
|
2024
Q4 | – | Sell |
-21,343
| Closed | -$1.01M | – | 575 |
|
|
2024
Q3 | $1.01M | Buy |
+21,343
| New | +$1.01M | 0.33% | 100 |
|
|
2024
Q2 | – | Sell |
-10,313
| Closed | -$448K | – | 462 |
|
|
2024
Q1 | $448K | Sell |
10,313
-8,013
| -44% | -$348K | 0.4% | 92 |
|
|
2023
Q4 | $804K | Buy |
+18,326
| New | +$804K | 0.23% | 175 |
|
|
2022
Q4 | – | Sell |
-5,792
| Closed | -$295K | – | 238 |
|
|
2022
Q3 | $295K | Buy |
+5,792
| New | +$295K | 1.06% | 26 |
|
|
2022
Q1 | – | Sell |
-3,836
| Closed | -$242K | – | 530 |
|
|
2021
Q4 | $242K | Buy |
+3,836
| New | +$242K | 0.19% | 249 |
|