Sigma Planning Corp’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
$270K Buy
5,189
+163
+3% +$8.47K 0.01% 1035
2025
Q1
$251K Buy
5,026
+837
+20% +$41.7K 0.01% 1030
2024
Q4
$227K Sell
4,189
-2,738
-40% -$149K 0.01% 1036
2024
Q3
$327K Sell
6,927
-241
-3% -$11.4K 0.01% 922
2024
Q2
$311K Sell
7,168
-2,172
-23% -$94.2K 0.01% 910
2024
Q1
$405K Buy
9,340
+4,480
+92% +$194K 0.01% 850
2023
Q4
$213K Sell
4,860
-9,253
-66% -$406K 0.02% 761
2023
Q3
$492K Sell
14,113
-4,264
-23% -$149K 0.02% 725
2023
Q2
$494K Buy
18,377
+6,082
+49% +$163K 0.02% 741
2023
Q1
$368K Buy
+12,295
New +$368K 0.01% 934