Summit Trail Advisors’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 | $1.49M | Buy |
+28,743
| New | +$1.49M | 0.03% | 342 |
|
|
2024
Q4 | – | Sell |
-9,053
| Closed | -$427K | – | 797 |
|
|
2024
Q3 | $427K | Sell |
9,053
-363
| -4% | -$17.1K | 0.01% | 442 |
|
|
2024
Q2 | $408K | Sell |
9,416
-33
| -0.3% | -$1.43K | 0.01% | 416 |
|
|
2024
Q1 | $410K | Buy |
9,449
+101
| +1% | +$4.38K | 0.01% | 384 |
|
|
2023
Q4 | $410K | Buy |
9,348
+207
| +2% | +$9.08K | 0.01% | 320 |
|
|
2023
Q3 | $319K | Sell |
9,141
-300
| -3% | -$10.5K | 0.01% | 361 |
|
|
2023
Q2 | $254K | Buy |
9,441
+1,206
| +15% | +$32.4K | 0.01% | 411 |
|
|
2023
Q1 | $246K | Buy |
8,235
+3,064
| +59% | +$91.7K | 0.01% | 357 |
|
|
2022
Q4 | $254K | Buy |
5,171
+59
| +1% | +$2.9K | 0.01% | 316 |
|
|
2022
Q3 | $260K | Sell |
5,112
-185
| -3% | -$9.41K | 0.01% | 286 |
|
|
2022
Q2 | $270K | Buy |
5,297
+179
| +3% | +$9.12K | 0.02% | 296 |
|
|
2022
Q1 | $336K | Buy |
+5,118
| New | +$336K | 0.03% | 228 |
|
|
2018
Q1 | – | Sell |
-1,412
| Closed | -$75K | – | 1702 |
|
|
2017
Q4 | $75K | Buy |
+1,412
| New | +$75K | 0.01% | 711 |
|