Soltis Investment Advisors LLC Zions Bancorporation, National Association Transaction History

Soltis Investment Advisors LLC

$1.03 Billion
Q4 2024

A detailed history of Soltis Investment Advisors LLC transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 15,548 shares of ZION stock, worth $899,607. This represents 0.08% of its overall portfolio holdings.

Number of Shares

15,548

Previous 15,588 0.26%

Holding current value

$899,607

Previous $735,000 14.69%

% of portfolio

0.08%

Previous 0.07%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$45.62 - $61.73 $1,824 - $2,469	-40 Reduced 0.26%	15,548 $843,000
Q3 2024 Nov 18, 2024	SELL	$42.49 - $52.53 $763,417 - $943,806	-17,967 Reduced 53.54%	15,588 $735,000
Q2 2024 Aug 12, 2024	BUY	$39.24 - $45.1 $588 - $676	15 Added 0.04%	33,555 $1.46 Million
Q1 2024 Apr 29, 2024	SELL	$38.08 - $44.93 $291,007 - $343,355	-7,642 Reduced 18.56%	33,540 $1.46 Million
Q4 2023 Jan 26, 2024	SELL	$29.45 - $45.67 $42,142 - $65,353	-1,431 Reduced 3.36%	41,182 $1.81 Million
Q3 2023 Nov 08, 2023	BUY	$27.78 - $38.69 $27,780 - $38,690	1,000 Added 2.4%	42,613 $1.49 Million
Q2 2023 Aug 08, 2023	BUY	$19.93 - $32.72 $99,510 - $163,370	4,993 Added 13.63%	41,613 $1.12 Million
Q1 2023 May 03, 2023	BUY	$27.45 - $54.79 $886,799 - $1.77 Million	32,306 Added 748.86%	36,620 $1.1 Million
Q4 2022 Feb 09, 2023	BUY	$45.74 - $55.39 $457 - $553	10 Added 0.23%	4,314 $212,000
Q3 2022 Nov 14, 2022	BUY	$20.08 - $58.97 $180 - $530	9 Added 0.21%	4,304 $219,000
Q2 2022 Aug 11, 2022	BUY	$50.84 - $65.53 $457 - $589	9 Added 0.21%	4,295 $219,000
Q1 2022 May 06, 2022	BUY	$61.75 - $74.31 $370 - $445	6 Added 0.14%	4,286 $281,000
Q4 2021 Feb 09, 2022	SELL	$59.4 - $67.61 $29,521 - $33,602	-497 Reduced 10.4%	4,280 $270,000
Q3 2021 Nov 09, 2021	BUY	$47.7 - $63.74 $3,100 - $4,143	65 Added 1.38%	4,777 $296,000
Q2 2021 Aug 04, 2021	BUY	$50.3 - $60.27 $452 - $542	9 Added 0.19%	4,712 $249,000
Q1 2021 May 11, 2021	BUY	$42.93 - $59.06 $472 - $649	11 Added 0.23%	4,703 $258,000
Q4 2020 Feb 10, 2021	SELL	$29.12 - $44.02 $178,709 - $270,150	-6,137 Reduced 56.67%	4,692 $204,000
Q3 2020 Oct 28, 2020	BUY	$28.22 - $35.39 $55,819 - $70,001	1,978 Added 22.35%	10,829 $316,000
Q2 2020 Aug 12, 2020	SELL	$24.68 - $40.57 $24,063 - $39,555	-975 Reduced 9.92%	8,851 $301,000
Q1 2020 May 07, 2020	BUY	$24.08 - $52.44 $109,371 - $238,182	4,542 Added 85.96%	9,826 $263,000
Q4 2019 Feb 12, 2020	BUY	$42.21 - $51.92 $223,037 - $274,345	5,284 New	5,284 $274,000

Others Institutions Holding ZION

# of Institutions

522

Shares Held

109M

Call Options Held

3.44M

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 $8.66B
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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Soltis Investment Advisors LLC Zions Bancorporation, National Association Transaction History