A detailed history of Trinity Point Wealth, LLC transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 4,352 shares of ZION stock, worth $258,987. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,352
Holding current value
$258,987
% of portfolio
0.03%

Shares

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

Nov 07, 2024

BUY
$42.49 - $52.53 $184,916 - $228,610
4,352 New
4,352 $205,000
Q4 2023

Feb 08, 2024

SELL
$29.45 - $45.67 $25,385 - $39,367
-862 Reduced 14.94%
4,906 $215,000
Q3 2023

Nov 08, 2023

BUY
$27.78 - $38.69 $160,235 - $223,163
5,768 New
5,768 $201,000
Q1 2023

May 04, 2023

SELL
$27.45 - $54.79 $12,654 - $25,258
-461 Reduced 1.7%
26,731 $800,000
Q4 2022

Feb 07, 2023

SELL
$45.74 - $55.39 $197,276 - $238,897
-4,313 Reduced 13.69%
27,192 $1.34 Million
Q3 2022

Nov 09, 2022

BUY
$20.08 - $58.97 $522 - $1,533
26 Added 0.08%
31,505 $1.6 Million
Q2 2022

Aug 05, 2022

BUY
$50.84 - $65.53 $62,279 - $80,274
1,225 Added 4.05%
31,479 $1.6 Million
Q1 2022

May 13, 2022

BUY
$61.75 - $74.31 $15,314 - $18,428
248 Added 0.83%
30,254 $1.98 Million
Q4 2021

Feb 11, 2022

SELL
$59.4 - $67.61 $16,691 - $18,998
-281 Reduced 0.93%
30,006 $1.9 Million
Q3 2021

Nov 12, 2021

SELL
$47.7 - $63.74 $30,814 - $41,176
-646 Reduced 2.09%
30,287 $1.87 Million
Q2 2021

Aug 13, 2021

BUY
$50.3 - $60.27 $386,454 - $463,054
7,683 Added 33.05%
30,933 $1.64 Million
Q1 2021

May 11, 2021

BUY
$42.93 - $59.06 $998,122 - $1.37 Million
23,250 New
23,250 $1.28 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 $8.9B
  • 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 Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, 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 Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.