Venturi Wealth Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,802
| Closed | -$152K | – | 1883 |
|
|
2024
Q4 | $152K | Buy |
2,802
+332
| +13% | +$18K | 0.01% | 621 |
|
|
2024
Q3 | $117K | Buy |
2,470
+1,671
| +209% | +$78.9K | 0.01% | 525 |
|
|
2024
Q2 | $34.7K | Buy |
799
+425
| +114% | +$18.4K | ﹤0.01% | 777 |
|
|
2024
Q1 | $16.2K | Buy |
374
+300
| +405% | +$13K | ﹤0.01% | 797 |
|
|
2023
Q4 | $3.25K | Sell |
74
-64
| -46% | -$2.81K | ﹤0.01% | 1117 |
|
|
2023
Q3 | $4.82K | Buy |
+138
| New | +$4.82K | ﹤0.01% | 990 |
|