Uma Financial Services, Inc. Zions Bancorporation, National Association Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

A detailed history of Uma Financial Services, Inc. transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, Uma Financial Services, Inc. holds 13,682 shares of ZION stock, worth $828,855. This represents 0.12% of its overall portfolio holdings.

Number of Shares

13,682

Previous 13,642 0.29%

Holding current value

$828,855

Previous $591,000 9.14%

% of portfolio

0.12%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$42.49 - $52.53 $1,699 - $2,101	40 Added 0.29%	13,682 $645,000
Q2 2024 Jul 17, 2024	BUY	$39.24 - $45.1 $25,859 - $29,720	659 Added 5.08%	13,642 $591,000
Q1 2024 Apr 17, 2024	SELL	$38.08 - $44.93 $18,126 - $21,386	-476 Reduced 3.54%	12,983 $563,000
Q4 2023 Jan 23, 2024	BUY	$29.45 - $45.67 $4,417 - $6,850	150 Added 1.13%	13,459 $590,000
Q3 2023 Oct 10, 2023	SELL	$27.78 - $38.69 $26,779 - $37,297	-964 Reduced 6.75%	13,309 $464,000
Q2 2023 Jul 05, 2023	BUY	$19.93 - $32.72 $11,459 - $18,814	575 Added 4.2%	14,273 $383,000
Q1 2023 Apr 20, 2023	BUY	$27.45 - $54.79 $114,274 - $228,090	4,163 Added 43.66%	13,698 $409,000
Q4 2022 Jan 25, 2023	SELL	$45.74 - $55.39 $4,025 - $4,874	-88 Reduced 0.91%	9,535 $0
Q3 2022 Oct 06, 2022	BUY	$20.08 - $58.97 $120 - $353	6 Added 0.06%	9,623 $515,000
Q2 2022 Aug 02, 2022	SELL	$50.84 - $65.53 $22,115 - $28,505	-435 Reduced 4.33%	9,617 $519,000
Q1 2022 May 05, 2022	BUY	$61.75 - $74.31 $23,218 - $27,940	376 Added 3.89%	10,052 $598,000
Q4 2021 Jan 11, 2022	SELL	$59.4 - $67.61 $15,978 - $18,187	-269 Reduced 2.7%	9,676 $678,000
Q3 2021 Oct 19, 2021	BUY	$47.7 - $63.74 $5,056 - $6,756	106 Added 1.08%	9,945 $618,000
Q2 2021 Jul 23, 2021	BUY	$50.3 - $60.27 $251 - $301	5 Added 0.05%	9,839 $495,000
Q1 2021 Apr 06, 2021	BUY	$42.93 - $59.06 $214 - $295	5 Added 0.05%	9,834 $544,000
Q4 2020 Feb 19, 2021	BUY	$29.12 - $44.02 $23,266 - $35,171	799 Added 8.85%	9,829 $492,000
Q3 2020 Nov 04, 2020	BUY	$28.22 - $35.39 $225 - $283	8 Added 0.09%	9,030 $300,000
Q2 2020 Aug 11, 2020	BUY	$24.68 - $40.57 $222,662 - $366,022	9,022 New	9,022 $313,000
Q1 2020 Apr 23, 2020	SELL	$24.08 - $52.44 $106,144 - $231,155	-4,408 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$42.21 - $51.92 $186,061 - $228,863	4,408 New	4,408 $225,000

Others Institutions Holding ZION

# of Institutions

524

Shares Held

110M

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 $9.06B
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...

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Uma Financial Services, Inc. Zions Bancorporation, National Association Transaction History