Riverwater 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 | $291K | Buy |
5,609
+911
| +19% | +$47.3K | 0.14% | 171 |
|
|
2025
Q1 | $234K | Sell |
4,698
-250
| -5% | -$12.5K | 0.12% | 186 |
|
|
2024
Q4 | $268K | Hold |
4,948
| – | – | 0.13% | 186 |
|
|
2024
Q3 | $226K | Sell |
4,948
-25
| -0.5% | -$1.14K | 0.11% | 193 |
|
|
2024
Q2 | $216K | Sell |
4,973
-335
| -6% | -$14.5K | 0.16% | 175 |
|
|
2024
Q1 | $230K | Hold |
5,308
| – | – | 0.17% | 177 |
|
|
2023
Q4 | $233K | Buy |
+5,308
| New | +$233K | 0.18% | 174 |
|
|
2023
Q1 | – | Sell |
-4,304
| Closed | -$212K | – | 213 |
|
|
2022
Q4 | $212K | Hold |
4,304
| – | – | 0.18% | 182 |
|
|
2022
Q3 | $219K | Sell |
4,304
-55
| -1% | -$2.8K | 0.22% | 161 |
|
|
2022
Q2 | $222K | Buy |
+4,359
| New | +$222K | 0.22% | 169 |
|
|
2022
Q1 | – | Sell |
-5,060
| Closed | -$320K | – | 212 |
|
|
2021
Q4 | $320K | Buy |
+5,060
| New | +$320K | 0.28% | 137 |
|