Concord Wealth Partners Zions Bancorporation, National Association Transaction History

Concord Wealth Partners

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$27.78 - $38.69 $4,167 - $5,803	150 New	150 $5,000
Q1 2023 Apr 26, 2023	BUY	$27.45 - $54.79 $3,184 - $6,355	116 Added 341.18%	150 $4,000
Q4 2022 Jan 27, 2023	BUY	$45.74 - $55.39 $1,555 - $1,883	34 New	34 $1,000
Q2 2022 Aug 04, 2022	SELL	$50.84 - $65.53 $3,253 - $4,193	-64 Reduced 20.85%	243 $12,000
Q1 2022 Apr 20, 2022	SELL	$61.75 - $74.31 $185 - $222	-3 Reduced 0.97%	307 $20,000
Q4 2021 Jan 21, 2022	BUY	$59.4 - $67.61 $13,127 - $14,941	221 Added 248.31%	310 $20,000
Q2 2021 Jul 29, 2021	BUY	$50.3 - $60.27 $1,710 - $2,049	34 Added 61.82%	89 $5,000
Q1 2021 May 13, 2021	BUY	$42.93 - $59.06 $2,361 - $3,248	55 New	55 $3,000

525

109M

3.46M

1.67M

Ticker ZION
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 149,611,008
Market Cap $8.21B
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...

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