Spire 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 | $6.18K | Sell |
119
-46
| -28% | -$2.39K | ﹤0.01% | 1884 |
|
|
2025
Q1 | $8.23K | Sell |
165
-4
| -2% | -$199 | ﹤0.01% | 1897 |
|
|
2024
Q4 | $9.17K | Sell |
169
-400
| -70% | -$21.7K | ﹤0.01% | 1857 |
|
|
2024
Q3 | $26.9K | Hold |
569
| – | – | ﹤0.01% | 1345 |
|
|
2024
Q2 | $24.7K | Sell |
569
-820
| -59% | -$35.6K | ﹤0.01% | 1368 |
|
|
2024
Q1 | $60.3K | Sell |
1,389
-192
| -12% | -$8.33K | ﹤0.01% | 1154 |
|
|
2023
Q4 | $65.8K | Sell |
1,581
-214
| -12% | -$8.91K | ﹤0.01% | 1111 |
|
|
2023
Q3 | $62.6K | Sell |
1,795
-3,355
| -65% | -$117K | ﹤0.01% | 1090 |
|
|
2023
Q2 | $138K | Buy |
5,150
+4,100
| +390% | +$110K | 0.01% | 850 |
|
|
2023
Q1 | $31.4K | Buy |
+1,050
| New | +$31.4K | ﹤0.01% | 1412 |
|
|
2022
Q1 | – | Sell |
-58
| Closed | -$4K | – | 2921 |
|
|
2021
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 2656 |
|
|
2021
Q2 | – | Sell |
-58
| Closed | -$3K | – | 3004 |
|
|
2021
Q1 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 2789 |
|