TD Private Client Wealth’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 | $265K | Buy |
5,105
+1,455
| +40% | +$75.6K | 0.01% | 578 |
|
|
2025
Q1 | $182K | Buy |
3,650
+881
| +32% | +$43.9K | 0.01% | 618 |
|
|
2024
Q4 | $150K | Sell |
2,769
-68
| -2% | -$3.69K | ﹤0.01% | 653 |
|
|
2024
Q3 | $134K | Buy |
2,837
+375
| +15% | +$17.7K | ﹤0.01% | 677 |
|
|
2024
Q2 | $107K | Sell |
2,462
-1,222
| -33% | -$53K | ﹤0.01% | 682 |
|
|
2024
Q1 | $160K | Sell |
3,684
-815
| -18% | -$35.4K | 0.01% | 625 |
|
|
2023
Q4 | $197K | Buy |
4,499
+1,898
| +73% | +$83.3K | 0.01% | 570 |
|
|
2023
Q3 | $90.7K | Buy |
2,601
+29
| +1% | +$1.01K | ﹤0.01% | 666 |
|
|
2023
Q2 | $69.1K | Buy |
2,572
+1,482
| +136% | +$39.8K | ﹤0.01% | 721 |
|
|
2023
Q1 | $32.6K | Buy |
1,090
+67
| +7% | +$2.01K | ﹤0.01% | 856 |
|
|
2022
Q4 | $50.3K | Sell |
1,023
-266
| -21% | -$13.1K | ﹤0.01% | 746 |
|
|
2022
Q3 | $65.6K | Hold |
1,289
| – | – | ﹤0.01% | 683 |
|
|
2022
Q2 | $65.6K | Sell |
1,289
-293
| -19% | -$14.9K | ﹤0.01% | 677 |
|
|
2022
Q1 | $104K | Buy |
1,582
+85
| +6% | +$5.57K | ﹤0.01% | 634 |
|
|
2021
Q4 | $94.6K | Sell |
1,497
-581
| -28% | -$36.7K | ﹤0.01% | 646 |
|
|
2021
Q3 | $129K | Buy |
2,078
+9
| +0.4% | +$557 | 0.01% | 592 |
|
|
2021
Q2 | $109K | Buy |
2,069
+8
| +0.4% | +$423 | ﹤0.01% | 608 |
|
|
2021
Q1 | $113K | Sell |
2,061
-94
| -4% | -$5.17K | 0.01% | 581 |
|
|
2020
Q4 | $93.6K | Sell |
2,155
-95
| -4% | -$4.13K | ﹤0.01% | 563 |
|
|
2020
Q3 | $65.7K | Sell |
2,250
-915
| -29% | -$26.7K | ﹤0.01% | 570 |
|
|
2020
Q2 | $108K | Buy |
3,165
+609
| +24% | +$20.7K | 0.01% | 513 |
|
|
2020
Q1 | $68.4K | Buy |
2,556
+850
| +50% | +$22.7K | ﹤0.01% | 541 |
|
|
2019
Q4 | $88.6K | Buy |
+1,706
| New | +$88.6K | 0.01% | 533 |
|