United Capital Financial Advisors’s Zions Bancorporation ZION Stock Holding History

United Capital Financial Advisors’s Portfolio ZION Stock Details ZION Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$580K	Sell	10,070 -888	-8%	-$52.3K	﹤0.01%	991
2025 Q4	$641K	Buy	10,958 +496	+5%	+$27K	﹤0.01%	879
2025 Q3	$592K	Sell	10,462 -90	-0.9%	-$5.01K	﹤0.01%	807
2025 Q2	$548K	Buy	10,552 +1,331	+14%	+$62.4K	﹤0.01%	758
2025 Q1	$460K	Sell	9,221 -41	-0.4%	-$2.21K	﹤0.01%	772
2024 Q4	$502K	Sell	9,262 -579	-6%	-$31.7K	﹤0.01%	734
2024 Q3	$465K	Sell	9,841 -171	-2%	-$8.1K	﹤0.01%	747
2024 Q2	$434K	Sell	10,012 -1,578	-14%	-$66.6K	﹤0.01%	739
2024 Q1	$503K	Sell	11,590 -830	-7%	-$34.2K	﹤0.01%	735
2023 Q4	$545K	Buy	+12,420	New	+$449K	﹤0.01%	703
2022 Q2	–	Sell	-16,296	Closed	-$1.07M	–	1203
2022 Q1	$1.07M	Buy	+16,296	New	+$1.11M	0.01%	654
2021 Q4	–	Sell	-17,774	Closed	-$1.1M	–	1248
2021 Q3	$1.1M	Buy	17,774 +436	+3%	+$24K	0.01%	653
2021 Q2	$916K	Sell	17,338 -9	-0.1%	-$504	﹤0.01%	719
2021 Q1	$953K	Sell	17,347 -3,755	-18%	-$193K	0.01%	685
2020 Q4	$917K	Buy	21,102 +35	+0.2%	+$1.29K	0.01%	695
2020 Q3	$616K	Buy	21,067 +1,308	+7%	+$42.2K	﹤0.01%	777
2020 Q2	$672K	Sell	19,759 -168	-0.8%	-$5.32K	﹤0.01%	766
2020 Q1	$533K	Sell	19,927 -7,470	-27%	-$308K	﹤0.01%	791
2019 Q4	$1.42M	Buy	+27,397	New	+$1.33M	0.01%	679
2019 Q3	–	Sell	-17,337	Closed	-$797K	–	1509
2019 Q2	$797K	Sell	17,337 -132,298	-88%	-$6.12M	0.01%	886
2019 Q1	$6.79M	Buy	149,635 +132,606	+779%	+$6.33M	0.05%	353
2018 Q4	$694K	Sell	17,029 -8,099	-32%	-$378K	0.01%	812
2018 Q3	$1.26M	Sell	25,128 -1,458	-5%	-$77K	0.01%	715
2018 Q2	$1.4M	Sell	26,586 -909	-3%	-$50.2K	0.01%	675
2018 Q1	$1.45M	Sell	27,495 -534	-2%	-$28.7K	0.01%	677
2017 Q4	$1.43M	Sell	28,029 -4,403	-14%	-$211K	0.01%	698
2017 Q3	$1.53M	Sell	32,432 -3,339	-9%	-$149K	0.01%	647
2017 Q2	$1.57M	Buy	+35,771	New	+$1.47M	0.01%	638