TWA
TCI Wealth Advisors’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
12,706
+1,047
| +9% | +$54.4K | 0.05% | 123 |
|
|
2025
Q1 | $581K | Sell |
11,659
-3,211
| -22% | -$160K | 0.05% | 116 |
|
|
2024
Q4 | $807K | Sell |
14,870
-9
| -0.1% | -$488 | 0.07% | 89 |
|
|
2024
Q3 | $703K | Hold |
14,879
| – | – | 0.06% | 101 |
|
|
2024
Q2 | $645K | Hold |
14,879
| – | – | 0.06% | 104 |
|
|
2024
Q1 | $646K | Sell |
14,879
-29
| -0.2% | -$1.26K | 0.06% | 106 |
|
|
2023
Q4 | $654K | Sell |
14,908
-1
| -0% | -$44 | 0.07% | 95 |
|
|
2023
Q3 | $520K | Buy |
14,909
+2,045
| +16% | +$71.4K | 0.07% | 107 |
|
|
2023
Q2 | $346K | Buy |
12,864
+432
| +3% | +$11.6K | 0.04% | 134 |
|
|
2023
Q1 | $372K | Sell |
12,432
-348
| -3% | -$10.4K | 0.05% | 129 |
|
|
2022
Q4 | $628K | Sell |
12,780
-1
| -0% | -$49 | 0.09% | 86 |
|
|
2022
Q3 | $650K | Sell |
12,781
-5
| -0% | -$254 | 0.11% | 80 |
|
|
2022
Q2 | $651K | Sell |
12,786
-40
| -0.3% | -$2.04K | 0.1% | 86 |
|
|
2022
Q1 | $841K | Hold |
12,826
| – | – | 0.13% | 75 |
|
|
2021
Q4 | $810K | Sell |
12,826
-2,489
| -16% | -$157K | 0.12% | 71 |
|
|
2021
Q3 | $948K | Buy |
15,315
+333
| +2% | +$20.6K | 0.14% | 62 |
|
|
2021
Q2 | $792K | Sell |
14,982
-14
| -0.1% | -$740 | 0.13% | 68 |
|
|
2021
Q1 | $824K | Sell |
14,996
-640
| -4% | -$35.2K | 0.35% | 55 |
|
|
2020
Q4 | $679K | Sell |
15,636
-30,933
| -66% | -$1.34M | 0.3% | 63 |
|
|
2020
Q3 | $1.36M | Buy |
46,569
+153
| +0.3% | +$4.47K | 0.54% | 41 |
|
|
2020
Q2 | $1.58M | Buy |
46,416
+3
| +0% | +$102 | 0.67% | 34 |
|
|
2020
Q1 | $1.24M | Sell |
46,413
-50
| -0.1% | -$1.34K | 0.61% | 37 |
|
|
2019
Q4 | $2.41M | Buy |
46,463
+60
| +0.1% | +$3.12K | 0.94% | 21 |
|
|
2019
Q3 | $2.07M | Hold |
46,403
| – | – | 0.92% | 25 |
|
|
2019
Q2 | $2.13M | Sell |
46,403
-4,332
| -9% | -$199K | 0.96% | 21 |
|
|
2019
Q1 | $2.3M | Buy |
50,735
+14
| +0% | +$636 | 1.01% | 20 |
|
|
2018
Q4 | $2.07M | Sell |
50,721
-5
| -0% | -$204 | 1% | 20 |
|
|
2018
Q3 | $2.54M | Sell |
50,726
-250
| -0.5% | -$12.5K | 1.06% | 19 |
|
|
2018
Q2 | $2.69M | Buy |
50,976
+5
| +0% | +$263 | 1.19% | 18 |
|
|
2018
Q1 | $2.69M | Buy |
50,971
+250
| +0.5% | +$13.2K | 1.25% | 18 |
|
|
2017
Q4 | $2.58M | Hold |
50,721
| – | – | 1.13% | 19 |
|
|
2017
Q3 | $2.39M | Sell |
50,721
-15
| -0% | -$708 | 1.17% | 19 |
|
|
2017
Q2 | $2.23M | Hold |
50,736
| – | – | 1.14% | 21 |
|
|
2017
Q1 | $2.13M | Sell |
50,736
-5,018
| -9% | -$211K | 1.11% | 21 |
|
|
2016
Q4 | $2.4M | Sell |
55,754
-5,000
| -8% | -$215K | 1.26% | 19 |
|
|
2016
Q3 | $1.89M | Hold |
60,754
| – | – | 1.02% | 26 |
|
|
2016
Q2 | $1.53M | Hold |
60,754
| – | – | 0.85% | 29 |
|
|
2016
Q1 | $1.47M | Sell |
60,754
-1,717
| -3% | -$41.6K | 0.82% | 29 |
|
|
2015
Q4 | $1.71M | Buy |
62,471
+1,417
| +2% | +$38.7K | 0.95% | 29 |
|
|
2015
Q3 | $1.68M | Hold |
61,054
| – | – | 1.01% | 27 |
|
|
2015
Q2 | $1.94M | Sell |
61,054
-68
| -0.1% | -$2.16K | 1.11% | 22 |
|
|
2015
Q1 | $1.65M | Sell |
61,122
-631
| -1% | -$17K | 1.04% | 27 |
|
|
2014
Q4 | $1.76M | Sell |
61,753
-493
| -0.8% | -$14.1K | 1.09% | 24 |
|
|
2014
Q3 | $1.81M | Hold |
62,246
| – | – | 1.14% | 22 |
|
|
2014
Q2 | $1.83M | Hold |
62,246
| – | – | 1.1% | 24 |
|
|
2014
Q1 | $1.93M | Hold |
62,246
| – | – | 1.26% | 21 |
|
|
2013
Q4 | $1.87M | Hold |
62,246
| – | – | 1.17% | 23 |
|
|
2013
Q3 | $1.71M | Sell |
62,246
-7,000
| -10% | -$192K | 1.3% | 19 |
|
|
2013
Q2 | $2M | Buy |
+69,246
| New | +$2M | 1.52% | 14 |
|