Rothschild Investment 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 | $16.4K | Buy |
316
+15
| +5% | +$779 | ﹤0.01% | 1068 |
|
|
2025
Q1 | $15K | Sell |
301
-220
| -42% | -$11K | ﹤0.01% | 1076 |
|
|
2024
Q4 | $28.3K | Hold |
521
| – | – | ﹤0.01% | 921 |
|
|
2024
Q3 | $24.6K | Sell |
521
-375
| -42% | -$17.7K | ﹤0.01% | 947 |
|
|
2024
Q2 | $38.9K | Buy |
896
+745
| +493% | +$32.3K | ﹤0.01% | 812 |
|
|
2024
Q1 | $6.55K | Buy |
151
+35
| +30% | +$1.52K | ﹤0.01% | 1106 |
|
|
2023
Q4 | $5.09K | Buy |
+116
| New | +$5.09K | ﹤0.01% | 1076 |
|
|
2018
Q3 | – | Sell |
-5,261
| Closed | -$277K | – | 385 |
|
|
2018
Q2 | $277K | Buy |
+5,261
| New | +$277K | 0.03% | 314 |
|