Sendero Wealth Management’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 | $852K | Buy |
16,394
+2,593
| +19% | +$135K | 0.11% | 112 |
|
|
2025
Q1 | $688K | Buy |
13,801
+1,998
| +17% | +$99.6K | 0.1% | 124 |
|
|
2024
Q4 | $640K | Hold |
11,803
| – | – | 0.1% | 115 |
|
|
2024
Q3 | $557K | Hold |
11,803
| – | – | 0.09% | 115 |
|
|
2024
Q2 | $512K | Hold |
11,803
| – | – | 0.09% | 119 |
|
|
2024
Q1 | $512K | Hold |
11,803
| – | – | 0.09% | 125 |
|
|
2023
Q4 | $518K | Buy |
11,803
+1,165
| +11% | +$51.1K | 0.1% | 114 |
|
|
2023
Q3 | $371K | Buy |
10,638
+1,600
| +18% | +$55.8K | 0.08% | 125 |
|
|
2023
Q2 | $243K | Buy |
9,038
+1,386
| +18% | +$37.2K | 0.05% | 142 |
|
|
2023
Q1 | $229K | Buy |
7,652
+3,053
| +66% | +$91.4K | 0.07% | 95 |
|
|
2022
Q4 | $226K | Buy |
+4,599
| New | +$226K | 0.08% | 97 |
|