A detailed history of Kestra Private Wealth Services, LLC transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 18,625 shares of ZION stock, worth $1.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,625
Previous 21,950 15.15%
Holding current value
$1.09 Million
Previous $951,000 7.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

SELL
$42.49 - $52.53 $141,279 - $174,662
-3,325 Reduced 15.15%
18,625 $879,000
Q2 2024

Aug 12, 2024

SELL
$39.24 - $45.1 $74,242 - $85,329
-1,892 Reduced 7.94%
21,950 $951,000
Q1 2024

May 02, 2024

BUY
$38.08 - $44.93 $59,176 - $69,821
1,554 Added 6.97%
23,842 $1.03 Million
Q4 2023

Feb 05, 2024

BUY
$29.45 - $45.67 $8,422 - $13,061
286 Added 1.3%
22,288 $977,000
Q3 2023

Nov 07, 2023

BUY
$27.78 - $38.69 $65,310 - $90,960
2,351 Added 11.96%
22,002 $767,000
Q2 2023

Aug 08, 2023

BUY
$19.93 - $32.72 $128,349 - $210,716
6,440 Added 48.75%
19,651 $527,000
Q1 2023

May 12, 2023

BUY
$27.45 - $54.79 $152,237 - $303,865
5,546 Added 72.35%
13,211 $395,000
Q4 2022

Jan 31, 2023

SELL
$45.74 - $55.39 $36,317 - $43,979
-794 Reduced 9.39%
7,665 $376,000
Q3 2022

Nov 14, 2022

BUY
$20.08 - $58.97 $17,529 - $51,480
873 Added 11.51%
8,459 $430,000
Q2 2022

Aug 12, 2022

SELL
$50.84 - $65.53 $50 - $65
-1 Reduced 0.01%
7,586 $386,000
Q1 2022

May 26, 2022

BUY
$61.75 - $74.31 $5,681 - $6,836
92 Added 1.23%
7,587 $497,000
Q4 2021

Jan 21, 2022

BUY
$59.4 - $67.61 $4,276 - $4,867
72 Added 0.97%
7,495 $473,000
Q3 2021

Oct 21, 2021

BUY
$47.7 - $63.74 $143 - $191
3 Added 0.04%
7,423 $459,000
Q2 2021

Jul 30, 2021

BUY
$50.3 - $60.27 $150 - $180
3 Added 0.04%
7,420 $392,000
Q1 2021

May 11, 2021

SELL
$42.93 - $59.06 $30,694 - $42,227
-715 Reduced 8.79%
7,417 $407,000
Q4 2020

Jan 21, 2021

BUY
$29.12 - $44.02 $236,803 - $357,970
8,132 New
8,132 $351 Million

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 $8.74B
  • 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 Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.