Raymond James Financial Services Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.95M | Buy |
41,376
+12,353
| +43% | +$583K | ﹤0.01% | 1731 |
|
|
2024
Q2 | $1.26M | Sell |
29,023
-17,823
| -38% | -$773K | ﹤0.01% | 1941 |
|
|
2024
Q1 | $2.03M | Buy |
46,846
+17,581
| +60% | +$763K | ﹤0.01% | 1633 |
|
|
2023
Q4 | $1.28M | Sell |
29,265
-2,276
| -7% | -$99.9K | ﹤0.01% | 1833 |
|
|
2023
Q3 | $1.1M | Buy |
31,541
+1,437
| +5% | +$50.1K | ﹤0.01% | 1841 |
|
|
2023
Q2 | $809K | Sell |
30,104
-4,628
| -13% | -$124K | ﹤0.01% | 2044 |
|
|
2023
Q1 | $1.04M | Sell |
34,732
-4,284
| -11% | -$128K | ﹤0.01% | 1871 |
|
|
2022
Q4 | $1.92M | Sell |
39,016
-1,298
| -3% | -$63.8K | ﹤0.01% | 1464 |
|
|
2022
Q3 | $2.05M | Sell |
40,314
-3,984
| -9% | -$203K | ﹤0.01% | 1408 |
|
|
2022
Q2 | $2.26M | Sell |
44,298
-12,814
| -22% | -$652K | ﹤0.01% | 1373 |
|
|
2022
Q1 | $3.74M | Buy |
57,112
+5
| +0% | +$328 | 0.01% | 1153 |
|
|
2021
Q4 | $3.61M | Buy |
57,107
+7,982
| +16% | +$504K | 0.01% | 1182 |
|
|
2021
Q3 | $3.04M | Buy |
49,125
+18,495
| +60% | +$1.14M | 0.01% | 1243 |
|
|
2021
Q2 | $1.62M | Buy |
30,630
+648
| +2% | +$34.3K | ﹤0.01% | 1625 |
|
|
2021
Q1 | $1.65M | Buy |
29,982
+826
| +3% | +$45.4K | ﹤0.01% | 1514 |
|
|
2020
Q4 | $1.27M | Buy |
29,156
+1,796
| +7% | +$78K | ﹤0.01% | 1560 |
|
|
2020
Q3 | $799K | Buy |
27,360
+4,310
| +19% | +$126K | ﹤0.01% | 1686 |
|
|
2020
Q2 | $784K | Sell |
23,050
-1,821
| -7% | -$61.9K | ﹤0.01% | 1634 |
|
|
2020
Q1 | $666K | Sell |
24,871
-3,093
| -11% | -$82.8K | ﹤0.01% | 1393 |
|
|
2019
Q4 | $1.45M | Buy |
27,964
+5,563
| +25% | +$289K | ﹤0.01% | 1339 |
|
|
2019
Q3 | $997K | Sell |
22,401
-2,129
| -9% | -$94.8K | ﹤0.01% | 1479 |
|
|
2019
Q2 | $1.13M | Sell |
24,530
-37,094
| -60% | -$1.71M | ﹤0.01% | 1429 |
|
|
2019
Q1 | $2.8M | Buy |
61,624
+43,764
| +245% | +$1.99M | 0.01% | 904 |
|
|
2018
Q4 | $728K | Sell |
17,860
-14,683
| -45% | -$599K | ﹤0.01% | 1438 |
|
|
2018
Q3 | $1.63M | Buy |
32,543
+3,756
| +13% | +$188K | 0.01% | 1193 |
|
|
2018
Q2 | $1.52M | Buy |
28,787
+13,850
| +93% | +$730K | 0.01% | 1177 |
|
|
2018
Q1 | $788K | Buy |
14,937
+1,503
| +11% | +$79.3K | ﹤0.01% | 1460 |
|
|
2017
Q4 | $683K | Sell |
13,434
-9,170
| -41% | -$466K | ﹤0.01% | 1521 |
|
|
2017
Q3 | $1.07M | Buy |
22,604
+201
| +0.9% | +$9.48K | 0.01% | 1262 |
|
|
2017
Q2 | $984K | Buy |
22,403
+1,013
| +5% | +$44.5K | 0.01% | 1279 |
|
|
2017
Q1 | $898K | Buy |
21,390
+1,751
| +9% | +$73.5K | 0.01% | 1251 |
|
|
2016
Q4 | $845K | Sell |
19,639
-2,840
| -13% | -$122K | 0.01% | 1210 |
|
|
2016
Q3 | $697K | Sell |
22,479
-261
| -1% | -$8.09K | 0.01% | 1304 |
|
|
2016
Q2 | $571K | Sell |
22,740
-515
| -2% | -$12.9K | 0.01% | 1354 |
|
|
2016
Q1 | $563K | Sell |
23,255
-860
| -4% | -$20.8K | 0.01% | 1200 |
|
|
2015
Q4 | $658K | Buy |
24,115
+4,235
| +21% | +$116K | 0.01% | 1088 |
|
|
2015
Q3 | $548K | Buy |
+19,880
| New | +$548K | 0.01% | 1017 |
|
|
2013
Q4 | – | Sell |
-34,735
| Closed | -$952K | – | 525 |
|
|
2013
Q3 | $952K | Sell |
34,735
-191,131
| -85% | -$5.24M | 0.06% | 315 |
|
|
2013
Q2 | $6.53M | Buy |
+225,866
| New | +$6.53M | 0.19% | 120 |
|