A detailed history of Carson Advisory Inc. transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, Carson Advisory Inc. holds 7,703 shares of ZION stock, worth $466,647. This represents 0.24% of its overall portfolio holdings.

Number of Shares
7,703
Previous 7,700 0.04%
Holding current value
$466,647
Previous $333,000 9.01%
% of portfolio
0.24%
Previous 0.24%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$42.49 - $52.53 $127 - $157
3 Added 0.04%
7,703 $363,000
Q2 2024

Aug 07, 2024

SELL
$39.24 - $45.1 $1,962 - $2,255
-50 Reduced 0.65%
7,700 $333,000
Q4 2023

Feb 06, 2024

SELL
$29.45 - $45.67 $2,179 - $3,379
-74 Reduced 0.95%
7,750 $339,000
Q2 2023

Jul 27, 2023

BUY
$19.93 - $32.72 $3,986 - $6,544
200 Added 2.62%
7,824 $210,000
Q1 2023

May 05, 2023

BUY
$27.45 - $54.79 $5,490 - $10,958
200 Added 2.69%
7,624 $228,000
Q1 2022

May 03, 2022

SELL
$61.75 - $74.31 $3,087 - $3,715
-50 Reduced 0.67%
7,424 $487,000
Q4 2021

Feb 08, 2022

BUY
$59.4 - $67.61 $443,955 - $505,317
7,474 New
7,474 $472,000

Others Institutions Holding ZION

About ZIONS BANCORPORATION, NATIONAL ASSOCIATION


  • Ticker ZION
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 149,611,008
  • Market Cap $9.06B
  • Description
  • Zions Bancorporation, National Association provides various banking and related services primarily in the states of Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The company offers corporate banking services; commercial banking, including a focus on small- and medium-sized businesses; com...
More about ZION
Track This Portfolio

Track Carson Advisory Inc. Portfolio

Follow Carson Advisory Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carson Advisory Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carson Advisory Inc. with notifications on news.