Stratos Wealth Partners’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 | $403K | Sell |
7,752
-466
| -6% | -$24.2K | 0.01% | 1014 |
|
|
2025
Q1 | $410K | Sell |
8,218
-1,272
| -13% | -$63.4K | 0.01% | 964 |
|
|
2024
Q4 | $515K | Sell |
9,490
-2,356
| -20% | -$128K | 0.01% | 926 |
|
|
2024
Q3 | $559K | Sell |
11,846
-846
| -7% | -$39.9K | 0.01% | 899 |
|
|
2024
Q2 | $550K | Sell |
12,692
-10,401
| -45% | -$451K | 0.01% | 870 |
|
|
2024
Q1 | $1M | Buy |
23,093
+2,347
| +11% | +$102K | 0.02% | 643 |
|
|
2023
Q4 | $910K | Buy |
20,746
+2,262
| +12% | +$99.2K | 0.02% | 663 |
|
|
2023
Q3 | $645K | Sell |
18,484
-3,783
| -17% | -$132K | 0.01% | 726 |
|
|
2023
Q2 | $598K | Buy |
+22,267
| New | +$598K | 0.01% | 703 |
|
|
2022
Q3 | – | Sell |
-6,586
| Closed | -$335K | – | 1240 |
|
|
2022
Q2 | $335K | Sell |
6,586
-155
| -2% | -$7.88K | 0.01% | 886 |
|
|
2022
Q1 | $442K | Buy |
+6,741
| New | +$442K | 0.01% | 857 |
|
|
2018
Q4 | – | Sell |
-1,523
| Closed | -$76K | – | 2554 |
|
|
2018
Q3 | $76K | Buy |
+1,523
| New | +$76K | ﹤0.01% | 1265 |
|
|
2018
Q2 | – | Sell |
-1,024
| Closed | -$54K | – | 2632 |
|
|
2018
Q1 | $54K | Sell |
1,024
-400
| -28% | -$21.1K | ﹤0.01% | 1538 |
|
|
2017
Q4 | $72K | Buy |
+1,424
| New | +$72K | ﹤0.01% | 1340 |
|