TCI Wealth Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $720K | Buy |
|
|||||
2025
Q2 | $660K | Buy |
|
|||||
2025
Q1 | $581K | Sell |
|
|||||
2024
Q4 | $807K | Sell |
|
|||||
2024
Q3 | $703K | Hold |
|
|||||
2024
Q2 | $645K | Hold |
|
|||||
2024
Q1 | $646K | Sell |
|
|||||
2023
Q4 | $654K | Sell |
|
|||||
2023
Q3 | $520K | Buy |
|
|||||
2023
Q2 | $346K | Buy |
|
|||||
2023
Q1 | $372K | Sell |
|
|||||
2022
Q4 | $628K | Sell |
|
|||||
2022
Q3 | $650K | Sell |
|
|||||
2022
Q2 | $651K | Sell |
|
|||||
2022
Q1 | $841K | Hold |
|
|||||
2021
Q4 | $810K | Sell |
|
|||||
2021
Q3 | $948K | Buy |
|
|||||
2021
Q2 | $792K | Sell |
|
|||||
2021
Q1 | $824K | Sell |
|
|||||
2020
Q4 | $679K | Sell |
|
|||||
2020
Q3 | $1.36M | Buy |
|
|||||
2020
Q2 | $1.58M | Buy |
|
|||||
2020
Q1 | $1.24M | Sell |
|
|||||
2019
Q4 | $2.41M | Buy |
|
|||||
2019
Q3 | $2.07M | Hold |
|
|||||
2019
Q2 | $2.13M | Sell |
|
|||||
2019
Q1 | $2.3M | Buy |
|
|||||
2018
Q4 | $2.07M | Sell |
|
|||||
2018
Q3 | $2.54M | Sell |
|
|||||
2018
Q2 | $2.69M | Buy |
|
|||||
2018
Q1 | $2.69M | Buy |
|
|||||
2017
Q4 | $2.58M | Hold |
|
|||||
2017
Q3 | $2.39M | Sell |
|
|||||
2017
Q2 | $2.23M | Hold |
|
|||||
2017
Q1 | $2.13M | Sell |
|
|||||
2016
Q4 | $2.4M | Sell |
|
|||||
2016
Q3 | $1.89M | Hold |
|
|||||
2016
Q2 | $1.53M | Hold |
|
|||||
2016
Q1 | $1.47M | Sell |
|
|||||
2015
Q4 | $1.71M | Buy |
|
|||||
2015
Q3 | $1.68M | Hold |
|
|||||
2015
Q2 | $1.94M | Sell |
|
|||||
2015
Q1 | $1.65M | Sell |
|
|||||
2014
Q4 | $1.76M | Sell |
|
|||||
2014
Q3 | $1.81M | Hold |
|
|||||
2014
Q2 | $1.83M | Hold |
|
|||||
2014
Q1 | $1.93M | Hold |
|
|||||
2013
Q4 | $1.86M | Hold |
|
|||||
2013
Q3 | $1.71M | Sell |
|
|||||
2013
Q2 | $2M | Buy |
|