Sequoia Financial Advisors’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 | $3.85M | Buy |
74,084
+4,314
| +6% | +$224K | 0.03% | 326 |
|
|
2025
Q1 | $3.48M | Buy |
69,770
+2,652
| +4% | +$132K | 0.03% | 327 |
|
|
2024
Q4 | $3.64M | Buy |
67,118
+39,549
| +143% | +$2.15M | 0.04% | 299 |
|
|
2024
Q3 | $1.3M | Buy |
27,569
+506
| +2% | +$23.9K | 0.01% | 470 |
|
|
2024
Q2 | $1.17M | Buy |
27,063
+327
| +1% | +$14.2K | 0.01% | 445 |
|
|
2024
Q1 | $1.16M | Sell |
26,736
-3,720
| -12% | -$161K | 0.01% | 441 |
|
|
2023
Q4 | $1.34M | Buy |
+30,456
| New | +$1.34M | 0.02% | 448 |
|