Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $357K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $143K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $64K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $47K | Sell |
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|
2019
Q3 | $42K | Buy |
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|
2019
Q2 | $41K | Buy |
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|
2019
Q1 | $27K | Hold |
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|
2018
Q4 | $25K | Hold |
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|
2018
Q3 | $28K | Sell |
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|
2018
Q2 | $58K | Buy |
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|
2018
Q1 | $44K | Buy |
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|
2017
Q4 | $38K | Buy |
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