A detailed history of United Capital Financial Advisers, LLC transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 9,841 shares of ZION stock, worth $528,166. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,841
Previous 10,012 1.71%
Holding current value
$528,166
Previous $434,000 6.91%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$42.49 - $52.53 $7,265 - $8,982
-171 Reduced 1.71%
9,841 $464,000
Q2 2024

Aug 14, 2024

SELL
$39.24 - $45.1 $61,920 - $71,167
-1,578 Reduced 13.62%
10,012 $434,000
Q1 2024

May 15, 2024

SELL
$38.08 - $44.93 $31,606 - $37,291
-830 Reduced 6.68%
11,590 $503,000
Q4 2023

Feb 14, 2024

BUY
$29.45 - $45.67 $365,769 - $567,221
12,420 New
12,420 $544,000
Q2 2022

Aug 11, 2022

SELL
$50.84 - $65.53 $828,488 - $1.07 Million
-16,296 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$61.75 - $74.31 $1.01 Million - $1.21 Million
16,296 New
16,296 $1.07 Million
Q4 2021

Feb 14, 2022

SELL
$59.4 - $67.61 $1.06 Million - $1.2 Million
-17,774 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$47.7 - $63.74 $20,797 - $27,790
436 Added 2.51%
17,774 $1.1 Million
Q2 2021

Aug 13, 2021

SELL
$50.3 - $60.27 $452 - $542
-9 Reduced 0.05%
17,338 $916,000
Q1 2021

May 14, 2021

SELL
$42.93 - $59.06 $161,202 - $221,770
-3,755 Reduced 17.79%
17,347 $953,000
Q4 2020

Feb 17, 2021

BUY
$29.12 - $44.02 $1,019 - $1,540
35 Added 0.17%
21,102 $917,000
Q3 2020

Nov 13, 2020

BUY
$28.22 - $35.39 $36,911 - $46,290
1,308 Added 6.62%
21,067 $616,000
Q2 2020

Aug 13, 2020

SELL
$24.68 - $40.57 $4,146 - $6,815
-168 Reduced 0.84%
19,759 $672,000
Q1 2020

May 15, 2020

SELL
$24.08 - $52.44 $179,877 - $391,726
-7,470 Reduced 27.27%
19,927 $533,000
Q4 2019

Feb 14, 2020

BUY
$42.21 - $51.92 $1.16 Million - $1.42 Million
27,397 New
27,397 $1.42 Million
Q3 2019

Nov 14, 2019

SELL
$39.2 - $46.38 $679,610 - $804,090
-17,337 Closed
0 $0
Q2 2019

Aug 13, 2019

SELL
$43.07 - $50.05 $5.7 Million - $6.62 Million
-132,298 Reduced 88.41%
17,337 $797,000
Q1 2019

May 14, 2019

BUY
$41.35 - $51.28 $5.48 Million - $6.8 Million
132,606 Added 778.71%
149,635 $6.8 Million
Q4 2018

Feb 14, 2019

SELL
$38.51 - $52.09 $311,892 - $421,876
-8,099 Reduced 32.23%
17,029 $694,000
Q3 2018

Nov 14, 2018

SELL
$50.15 - $54.22 $73,118 - $79,052
-1,458 Reduced 5.48%
25,128 $1.26 Million
Q2 2018

Aug 14, 2018

SELL
$51.37 - $58.54 $46,695 - $53,212
-909 Reduced 3.31%
26,586 $1.4 Million
Q1 2018

May 15, 2018

SELL
$50.62 - $57.04 $27,031 - $30,459
-534 Reduced 1.91%
27,495 $1.45 Million
Q4 2017

Feb 13, 2018

SELL
$43.93 - $51.74 $193,423 - $227,811
-4,403 Reduced 13.58%
28,029 $1.43 Million
Q3 2017

Nov 14, 2017

SELL
$41.33 - $47.18 $138,000 - $157,534
-3,339 Reduced 9.33%
32,432 $1.53 Million
Q2 2017

Aug 14, 2017

BUY
N/A
35,771
35,771 $1.57 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 $8.03B
  • 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
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