Wedmont Private Capital’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
$564K Buy
10,136
+256
+3% +$14.2K 0.02% 397
2025
Q1
$415K Buy
9,880
+76
+0.8% +$3.19K 0.02% 430
2024
Q4
$523K Buy
9,804
+179
+2% +$9.55K 0.03% 361
2024
Q3
$457K Buy
9,625
+427
+5% +$20.3K 0.03% 382
2024
Q2
$434K Buy
9,198
+2,011
+28% +$95K 0.03% 381
2024
Q1
$313K Buy
7,187
+8
+0.1% +$348 0.02% 447
2023
Q4
$320K Buy
+7,179
New +$320K 0.03% 410
2022
Q4
Sell
-4,206
Closed -$214K 471
2022
Q3
$214K Buy
+4,206
New +$214K 0.04% 345