Wealth Enhancement Advisory Services’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 | $3.16M | Sell |
56,890
-14,046
| -20% | -$780K | 0.01% | 1120 |
|
|
2025
Q1 | $3.54M | Buy |
70,936
+27,001
| +61% | +$1.35M | 0.01% | 971 |
|
|
2024
Q4 | $2.38M | Buy |
43,935
+2,712
| +7% | +$147K | ﹤0.01% | 1090 |
|
|
2024
Q3 | $1.95M | Buy |
41,223
+348
| +0.9% | +$16.4K | ﹤0.01% | 1065 |
|
|
2024
Q2 | $1.77M | Buy |
40,875
+1,299
| +3% | +$56.3K | ﹤0.01% | 1033 |
|
|
2024
Q1 | $1.72M | Sell |
39,576
-861
| -2% | -$37.4K | ﹤0.01% | 1004 |
|
|
2023
Q4 | $1.77M | Buy |
40,437
+299
| +0.7% | +$13.1K | 0.01% | 941 |
|
|
2023
Q3 | $1.4M | Buy |
+40,138
| New | +$1.4M | ﹤0.01% | 978 |
|