Peterson Wealth Services’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 | $95K | Sell |
1,828
-231
| -11% | -$12K | 0.03% | 147 |
|
|
2025
Q1 | $103K | Buy |
2,059
+8
| +0.4% | +$399 | 0.03% | 143 |
|
|
2024
Q4 | $111K | Buy |
2,051
+8
| +0.4% | +$434 | 0.03% | 139 |
|
|
2024
Q3 | $96.5K | Buy |
+2,043
| New | +$96.5K | 0.03% | 145 |
|
|
2024
Q1 | – | Sell |
-7,070
| Closed | -$314K | – | 117 |
|
|
2023
Q4 | $314K | Sell |
7,070
-78,422
| -92% | -$3.48M | 0.13% | 77 |
|
|
2023
Q3 | $2.98M | Buy |
85,492
+3,795
| +5% | +$132K | 2.23% | 17 |
|
|
2023
Q2 | $2.2M | Buy |
+81,697
| New | +$2.2M | 1.05% | 33 |
|