A detailed history of Pathstone Family Office, LLC transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, Pathstone Family Office, LLC holds 20,087 shares of ZION stock, worth $961,765. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,087
Previous 13,401 49.89%
Holding current value
$961,765
Previous $359,000 94.99%
% of portfolio
0.0%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$27.78 - $38.69 $185,737 - $258,681
6,686 Added 49.89%
20,087 $700,000
Q2 2023

Jan 12, 2024

SELL
$19.93 - $32.72 $133,251 - $218,765
-6,686 Reduced 33.29%
13,401 $359,000
Q2 2023

Aug 14, 2023

BUY
$19.93 - $32.72 $267,081 - $438,480
13,401 New
13,401 $359,000
Q4 2022

Oct 23, 2023

SELL
$45.74 - $55.39 $470,893 - $570,240
-10,295 Reduced 76.82%
3,106 $152,000
Q4 2022

Feb 13, 2023

SELL
$45.74 - $55.39 $75,928 - $91,947
-1,660 Reduced 34.83%
3,106 $152,000
Q3 2022

Nov 14, 2022

BUY
$20.08 - $58.97 $8,313 - $24,413
414 Added 9.51%
4,766 $242,000
Q2 2022

Aug 15, 2022

BUY
$50.84 - $65.53 $221,255 - $285,186
4,352 New
4,352 $222,000
Q1 2021

May 14, 2021

SELL
$42.93 - $59.06 $472 - $649
-11 Closed
0 $0
Q1 2020

Jun 11, 2020

BUY
$24.08 - $52.44 $264 - $576
11 New
11 $0
Q2 2019

Aug 14, 2019

SELL
$43.07 - $50.05 $3,790 - $4,404
-88 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$38.51 - $52.09 $3,388 - $4,583
88 New
88 $4,000

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 $7.16B
  • 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 Pathstone Family Office, LLC Portfolio

Follow Pathstone Family Office, 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 Pathstone Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Family Office, LLC with notifications on news.