A detailed history of Steward Partners Investment Advisory, LLC transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 97 shares of ZION stock, worth $5,638. This represents 0.0% of its overall portfolio holdings.

Number of Shares
97
Previous 69 40.58%
Holding current value
$5,638
Previous $2,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$39.24 - $45.1 $1,098 - $1,262
28 Added 40.58%
97 $4,000
Q1 2024

May 15, 2024

SELL
$38.08 - $44.93 $91,392 - $107,832
-2,400 Reduced 97.21%
69 $2,000
Q4 2023

Feb 12, 2024

SELL
$29.45 - $45.67 $45,647 - $70,788
-1,550 Reduced 38.57%
2,469 $108,000
Q3 2023

Nov 13, 2023

SELL
$27.78 - $38.69 $24,474 - $34,085
-881 Reduced 17.98%
4,019 $140,000
Q2 2023

Aug 14, 2023

BUY
$19.93 - $32.72 $92,216 - $151,395
4,627 Added 1694.87%
4,900 $131,000
Q4 2022

Feb 15, 2023

SELL
$45.74 - $55.39 $3,521 - $4,265
-77 Reduced 22.0%
273 $13,000
Q3 2022

Nov 10, 2022

SELL
$20.08 - $58.97 $18,112 - $53,190
-902 Reduced 72.04%
350 $18,000
Q2 2022

Aug 04, 2022

SELL
$50.84 - $65.53 $2.77 Million - $3.57 Million
-54,498 Reduced 97.75%
1,252 $64,000
Q1 2022

May 02, 2022

BUY
$61.75 - $74.31 $366,362 - $440,881
5,933 Added 11.91%
55,750 $3.66 Million
Q4 2021

Feb 08, 2022

BUY
$59.4 - $67.61 $58,449 - $66,528
984 Added 2.02%
49,817 $3.15 Million
Q3 2021

Nov 12, 2021

BUY
$47.7 - $63.74 $2.32 Million - $3.1 Million
48,560 Added 17787.55%
48,833 $3.02 Million
Q1 2021

May 14, 2021

SELL
$42.93 - $59.06 $1,073 - $1,476
-25 Reduced 8.39%
273 $15,000
Q3 2020

Oct 30, 2020

SELL
$28.22 - $35.39 $15,944 - $19,995
-565 Reduced 65.47%
298 $9,000
Q2 2020

Aug 06, 2020

BUY
$24.68 - $40.57 $10,365 - $17,039
420 Added 94.81%
863 $29,000
Q1 2020

Apr 29, 2020

SELL
$24.08 - $52.44 $13,581 - $29,576
-564 Reduced 56.01%
443 $11,000
Q4 2019

Jan 17, 2020

SELL
$42.21 - $51.92 $2,574 - $3,167
-61 Reduced 5.71%
1,007 $52,000
Q3 2019

Oct 30, 2019

BUY
$39.2 - $46.38 $11,485 - $13,589
293 Added 37.81%
1,068 $47,000
Q2 2019

Jul 25, 2019

BUY
$43.07 - $50.05 $33,379 - $38,788
775 New
775 $35,000
Q4 2018

Jan 15, 2019

SELL
$38.51 - $52.09 $31,924 - $43,182
-829 Closed
0 $0
Q3 2018

Oct 23, 2018

BUY
$50.15 - $54.22 $9,327 - $10,084
186 Added 28.93%
829 $42,000
Q2 2018

Jul 20, 2018

BUY
$51.37 - $58.54 $1,284 - $1,463
25 Added 4.05%
643 $34,000
Q1 2018

Apr 20, 2018

SELL
$50.62 - $57.04 $121,083 - $136,439
-2,392 Reduced 79.47%
618 $32,000
Q4 2017

Jan 19, 2018

BUY
$43.93 - $51.74 $126,166 - $148,597
2,872 Added 2081.16%
3,010 $152,000
Q3 2017

Nov 22, 2017

BUY
$41.33 - $47.18 $4,587 - $5,236
111 Added 411.11%
138 $6,000
Q2 2017

Nov 22, 2017

SELL
N/A
-241 Reduced 89.93%
27 $1,000
Q1 2017

Nov 22, 2017

BUY
N/A
242 Added 930.77%
268 $11,000
Q4 2016

Nov 22, 2017

BUY
N/A
26
26 $1,000

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 $8.7B
  • 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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.