Summit Securities Group’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,700
| Closed | -$92.2K | – | 989 |
|
|
2024
Q4 | $92.2K | Sell |
1,700
-19,700
| -92% | -$1.07M | 0.02% | 138 |
|
|
2024
Q3 | $1.01M | Buy |
21,400
+5,800
| +37% | +$274K | 0.27% | 23 |
|
|
2024
Q2 | $677K | Buy |
15,600
+10,800
| +225% | +$469K | 0.13% | 34 |
|
|
2024
Q1 | $208K | Sell |
4,800
-44,200
| -90% | -$1.92M | 0.03% | 65 |
|
|
2023
Q4 | $2.15M | Buy |
+49,000
| New | +$2.15M | 0.19% | 26 |
|
|
2023
Q3 | – | Sell |
-193
| Closed | -$5K | – | 903 |
|
|
2023
Q2 | $5K | Sell |
193
-100
| -34% | -$2.59K | ﹤0.01% | 683 |
|
|
2023
Q1 | $9K | Buy |
293
+142
| +94% | +$4.36K | ﹤0.01% | 557 |
|
|
2022
Q4 | $7K | Sell |
151
-37
| -20% | -$1.72K | ﹤0.01% | 835 |
|
|
2022
Q3 | $10K | Sell |
188
-127
| -40% | -$6.76K | ﹤0.01% | 584 |
|
|
2022
Q2 | $16K | Buy |
315
+253
| +408% | +$12.9K | ﹤0.01% | 605 |
|
|
2022
Q1 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 768 |
|
|
2017
Q3 | – | Sell |
-8,225
| Closed | -$361K | – | 239 |
|
|
2017
Q2 | $361K | Sell |
8,225
-7,838
| -49% | -$344K | 0.06% | 107 |
|
|
2017
Q1 | $675K | Buy |
+16,063
| New | +$675K | 0.19% | 98 |
|
|
2015
Q3 | – | Sell |
-400
| Closed | -$13K | – | 488 |
|
|
2015
Q2 | $13K | Buy |
+400
| New | +$13K | 0.01% | 357 |
|
|
2014
Q3 | – | Sell |
-60
| Closed | -$2K | – | 650 |
|
|
2014
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 455 |
|