Steward Partners Investment Advisory’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $87.5K | Buy |
1,519
+396
| +35% | +$23.3K | ﹤0.01% | 2449 |
|
|
2025
Q4 | $65.7K | Sell |
1,123
-182
| -14% | -$9.91K | ﹤0.01% | 2525 |
|
|
2025
Q3 | $73.8K | Sell |
1,305
-20
| -2% | -$1.11K | ﹤0.01% | 2418 |
|
|
2025
Q2 | $68.8K | Sell |
1,325
-13
| -1% | -$610 | ﹤0.01% | 2308 |
|
|
2025
Q1 | $66.7K | Hold |
1,338
| – | – | ﹤0.01% | 2230 |
|
|
2024
Q4 | $72.6K | Sell |
1,338
-680
| -34% | -$37.3K | ﹤0.01% | 2146 |
|
|
2024
Q3 | $95.3K | Buy |
2,018
+1,921
| +1,980% | +$90.9K | ﹤0.01% | 1897 |
|
|
2024
Q2 | $4.21K | Buy |
97
+28
| +41% | +$1.18K | ﹤0.01% | 3101 |
|
|
2024
Q1 | $3K | Sell |
69
-2,400
| -97% | -$99K | ﹤0.01% | 3192 |
|
|
2023
Q4 | $108K | Sell |
2,469
-1,550
| -39% | -$56K | ﹤0.01% | 1653 |
|
|
2023
Q3 | $140K | Sell |
4,019
-881
| -18% | -$30.7K | ﹤0.01% | 1423 |
|
|
2023
Q2 | $132K | Buy |
4,900
+4,627
| +1,695% | +$128K | ﹤0.01% | 1452 |
|
|
2023
Q1 | $8.17K | Hold |
273
| – | – | ﹤0.01% | 2614 |
|
|
2022
Q4 | $13.4K | Sell |
273
-77
| -22% | -$3.85K | ﹤0.01% | 2434 |
|
|
2022
Q3 | $18K | Sell |
350
-902
| -72% | -$49.3K | ﹤0.01% | 2279 |
|
|
2022
Q2 | $64K | Sell |
1,252
-54,498
| -98% | -$3.1M | ﹤0.01% | 1684 |
|
|
2022
Q1 | $3.65M | Buy |
55,750
+5,933
| +12% | +$406K | 0.06% | 328 |
|
|
2021
Q4 | $3.15M | Buy |
49,817
+984
| +2% | +$62.8K | 0.05% | 364 |
|
|
2021
Q3 | $3.02M | Buy |
48,833
+48,560
| +17,788% | +$2.67M | 0.05% | 348 |
|
|
2021
Q2 | $14K | Hold |
273
| – | – | ﹤0.01% | 5624 |
|
|
2021
Q1 | $15K | Sell |
273
-25
| -8% | -$1.29K | ﹤0.01% | 2595 |
|
|
2020
Q4 | $13K | Hold |
298
| – | – | ﹤0.01% | 2226 |
|
|
2020
Q3 | $9K | Sell |
298
-565
| -65% | -$18.2K | ﹤0.01% | 2196 |
|
|
2020
Q2 | $29K | Buy |
863
+420
| +95% | +$13.3K | ﹤0.01% | 1635 |
|
|
2020
Q1 | $11K | Sell |
443
-564
| -56% | -$23.2K | ﹤0.01% | 1836 |
|
|
2019
Q4 | $52K | Sell |
1,007
-61
| -6% | -$2.96K | ﹤0.01% | 1377 |
|
|
2019
Q3 | $47K | Buy |
1,068
+293
| +38% | +$12.7K | ﹤0.01% | 1384 |
|
|
2019
Q2 | $35K | Buy |
+775
| New | +$35.9K | ﹤0.01% | 1473 |
|
|
2018
Q4 | – | Sell |
-829
| Closed | -$42K | – | 2215 |
|
|
2018
Q3 | $42K | Buy |
829
+186
| +29% | +$9.82K | ﹤0.01% | 1278 |
|
|
2018
Q2 | $34K | Buy |
643
+25
| +4% | +$1.38K | ﹤0.01% | 1262 |
|
|
2018
Q1 | $32K | Sell |
618
-2,392
| -79% | -$129K | ﹤0.01% | 1173 |
|
|
2017
Q4 | $152K | Buy |
3,010
+2,872
| +2,081% | +$138K | 0.01% | 570 |
|
|
2017
Q3 | $6K | Buy |
138
+111
| +411% | +$4.94K | ﹤0.01% | 1261 |
|
|
2017
Q2 | $1K | Sell |
27
-241
| -90% | -$9.92K | ﹤0.01% | 1565 |
|
|
2017
Q1 | $11K | Buy |
268
+242
| +931% | +$10.5K | ﹤0.01% | 926 |
|
|
2016
Q4 | $1K | Buy |
+26
| New | +$958 | ﹤0.01% | 841 |
|
Other funds holding ZION
VPM
VCM
FMI
