United Capital Financial 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 | $548K | Buy |
10,552
+1,331
| +14% | +$69.1K | ﹤0.01% | 749 |
|
|
2025
Q1 | $460K | Sell |
9,221
-41
| -0.4% | -$2.04K | ﹤0.01% | 764 |
|
|
2024
Q4 | $502K | Sell |
9,262
-579
| -6% | -$31.4K | ﹤0.01% | 727 |
|
|
2024
Q3 | $465K | Sell |
9,841
-171
| -2% | -$8.08K | ﹤0.01% | 747 |
|
|
2024
Q2 | $434K | Sell |
10,012
-1,578
| -14% | -$68.4K | ﹤0.01% | 733 |
|
|
2024
Q1 | $503K | Sell |
11,590
-830
| -7% | -$36K | ﹤0.01% | 729 |
|
|
2023
Q4 | $545K | Buy |
+12,420
| New | +$545K | ﹤0.01% | 702 |
|
|
2022
Q2 | – | Sell |
-16,296
| Closed | -$1.07M | – | 1197 |
|
|
2022
Q1 | $1.07M | Buy |
+16,296
| New | +$1.07M | 0.01% | 651 |
|
|
2021
Q4 | – | Sell |
-17,774
| Closed | -$1.1M | – | 1242 |
|
|
2021
Q3 | $1.1M | Buy |
17,774
+436
| +3% | +$27K | 0.01% | 652 |
|
|
2021
Q2 | $916K | Sell |
17,338
-9
| -0.1% | -$475 | ﹤0.01% | 717 |
|
|
2021
Q1 | $953K | Sell |
17,347
-3,755
| -18% | -$206K | 0.01% | 684 |
|
|
2020
Q4 | $917K | Buy |
21,102
+35
| +0.2% | +$1.52K | 0.01% | 692 |
|
|
2020
Q3 | $616K | Buy |
21,067
+1,308
| +7% | +$38.2K | ﹤0.01% | 774 |
|
|
2020
Q2 | $672K | Sell |
19,759
-168
| -0.8% | -$5.71K | ﹤0.01% | 761 |
|
|
2020
Q1 | $533K | Sell |
19,927
-7,470
| -27% | -$200K | ﹤0.01% | 786 |
|
|
2019
Q4 | $1.42M | Buy |
+27,397
| New | +$1.42M | 0.01% | 676 |
|
|
2019
Q3 | – | Sell |
-17,337
| Closed | -$797K | – | 1482 |
|
|
2019
Q2 | $797K | Sell |
17,337
-132,298
| -88% | -$6.08M | 0.01% | 880 |
|
|
2019
Q1 | $6.8M | Buy |
149,635
+132,606
| +779% | +$6.02M | 0.05% | 351 |
|
|
2018
Q4 | $694K | Sell |
17,029
-8,099
| -32% | -$330K | 0.01% | 812 |
|
|
2018
Q3 | $1.26M | Sell |
25,128
-1,458
| -5% | -$73.3K | 0.01% | 715 |
|
|
2018
Q2 | $1.4M | Sell |
26,586
-909
| -3% | -$47.9K | 0.01% | 675 |
|
|
2018
Q1 | $1.45M | Sell |
27,495
-534
| -2% | -$28.2K | 0.01% | 677 |
|
|
2017
Q4 | $1.43M | Sell |
28,029
-4,403
| -14% | -$224K | 0.01% | 698 |
|
|
2017
Q3 | $1.53M | Sell |
32,432
-3,339
| -9% | -$158K | 0.01% | 647 |
|
|
2017
Q2 | $1.57M | Buy |
+35,771
| New | +$1.57M | 0.01% | 638 |
|