Ep Wealth Advisors, LLC Zions Bancorporation, National Association Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,695 shares of ZION stock, worth $907,874. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,695

Previous 8,589 94.38%

Holding current value

$907,874

Previous $372,000 111.83%

% of portfolio

0.01%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$42.49 - $52.53 $344,423 - $425,808	8,106 Added 94.38%	16,695 $788,000
Q2 2024 Aug 19, 2024	SELL	$39.24 - $45.1 $35,159 - $40,409	-896 Reduced 9.45%	8,589 $372,000
Q1 2024 May 14, 2024	BUY	$38.08 - $44.93 $24,904 - $29,384	654 Added 7.41%	9,485 $411,000
Q4 2023 Feb 28, 2024	SELL	$29.45 - $45.67 $84,786 - $131,483	-2,879 Reduced 24.59%	8,831 $387,000
Q3 2023 Nov 22, 2023	BUY	$27.78 - $38.69 $171,124 - $238,330	6,160 Added 110.99%	11,710 $408,000
Q2 2023 Aug 14, 2023	SELL	$19.93 - $32.72 $110 Million - $181 Million	-5,533,803 Reduced 99.9%	5,550 $149,000
Q1 2023 Jun 05, 2023	BUY	$27.45 - $54.79 $152 Million - $303 Million	5,526,206 Added 42033.97%	5,539,353 $166 Million
Q4 2022 Jun 12, 2023	SELL	$45.74 - $55.39 $253 Million - $306 Million	-5,526,734 Reduced 99.77%	12,619 $620,000
Q3 2022 Dec 02, 2022	BUY	$20.08 - $58.97 $3,393 - $9,965	169 Added 1.3%	13,147 $669,000
Q2 2022 Aug 11, 2022	SELL	$50.84 - $65.53 $40,926 - $52,751	-805 Reduced 5.84%	12,978 $661,000
Q1 2022 May 20, 2022	SELL	$61.75 - $74.31 $191,116 - $229,989	-3,095 Reduced 18.34%	13,783 $904,000
Q4 2021 Feb 17, 2022	SELL	$59.4 - $67.61 $4,692 - $5,341	-79 Reduced 0.47%	16,878 $1.07 Million
Q3 2021 Nov 23, 2021	SELL	$47.7 - $63.74 $64,061 - $85,602	-1,343 Reduced 7.34%	16,957 $1.05 Million
Q3 2021 Nov 16, 2021	BUY	$47.7 - $63.74 $53,614 - $71,643	1,124 Added 6.54%	18,300 $1.05 Million
Q2 2021 Aug 24, 2021	BUY	$50.3 - $60.27 $1,156 - $1,386	23 Added 0.13%	17,176 $908,000
Q1 2021 May 17, 2021	BUY	$42.93 - $59.06 $512,026 - $704,408	11,927 Added 228.22%	17,153 $943,000
Q4 2020 Feb 18, 2021	BUY	$29.12 - $44.02 $152,181 - $230,048	5,226 New	5,226 $227,000
Q1 2020 May 18, 2020	SELL	$24.08 - $52.44 $99,233 - $216,105	-4,121 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$42.21 - $51.92 $173,947 - $213,962	4,121 New	4,121 $214,000

Others Institutions Holding ZION

# of Institutions

525

Shares Held

109M

Call Options Held

3.46M

Put Options Held

1.67M

View Full List

About ZIONS BANCORPORATION, NATIONAL ASSOCIATION

Ticker ZION
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 149,611,008
Market Cap $8.14B
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

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Ep Wealth Advisors, LLC Zions Bancorporation, National Association Transaction History