Sierra Summit 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 | $1.68M | Sell |
32,353
-27
| -0.1% | -$1.4K | 0.3% | 52 |
|
|
2025
Q1 | $1.61M | Buy |
32,380
+10,679
| +49% | +$532K | 0.35% | 52 |
|
|
2024
Q4 | $1.18M | Buy |
21,701
+4,511
| +26% | +$245K | 0.24% | 63 |
|
|
2024
Q3 | $812K | Buy |
17,190
+3,327
| +24% | +$157K | 0.19% | 74 |
|
|
2024
Q2 | $601K | Buy |
13,863
+1,064
| +8% | +$46.1K | 0.15% | 90 |
|
|
2024
Q1 | $555K | Buy |
12,799
+102
| +0.8% | +$4.43K | 0.15% | 88 |
|
|
2023
Q4 | $557K | Buy |
+12,697
| New | +$557K | 0.16% | 79 |
|