Aperio Group’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $12.2M | Sell |
281,875
-14,631
| -5% | -$636K | 0.04% | 471 |
|
|
2020
Q3 | $8.66M | Sell |
296,506
-93,713
| -24% | -$2.74M | 0.03% | 523 |
|
|
2020
Q2 | $13.3M | Buy |
390,219
+38,005
| +11% | +$1.29M | 0.05% | 370 |
|
|
2020
Q1 | $9.43M | Buy |
352,214
+224,539
| +176% | +$6.01M | 0.04% | 430 |
|
|
2019
Q4 | $6.63M | Buy |
127,675
+1,829
| +1% | +$95K | 0.02% | 630 |
|
|
2019
Q3 | $5.6M | Sell |
125,846
-5,803
| -4% | -$258K | 0.02% | 678 |
|
|
2019
Q2 | $6.05M | Sell |
131,649
-1,980
| -1% | -$91K | 0.02% | 642 |
|
|
2019
Q1 | $6.07M | Sell |
133,629
-2,403
| -2% | -$109K | 0.03% | 632 |
|
|
2018
Q4 | $5.54M | Buy |
136,032
+17,921
| +15% | +$730K | 0.03% | 601 |
|
|
2018
Q3 | $5.92M | Sell |
118,111
-1,507
| -1% | -$75.6K | 0.03% | 623 |
|
|
2018
Q2 | $6.3M | Buy |
119,618
+4,323
| +4% | +$228K | 0.03% | 583 |
|
|
2018
Q1 | $6.08M | Buy |
115,295
+1,952
| +2% | +$103K | 0.03% | 583 |
|
|
2017
Q4 | $5.76M | Sell |
113,343
-847
| -0.7% | -$43.1K | 0.03% | 588 |
|
|
2017
Q3 | $5.39M | Buy |
114,190
+3,937
| +4% | +$186K | 0.03% | 582 |
|
|
2017
Q2 | $4.84M | Buy |
110,253
+10,574
| +11% | +$464K | 0.03% | 595 |
|
|
2017
Q1 | $4.19M | Buy |
99,679
+14,639
| +17% | +$615K | 0.03% | 620 |
|
|
2016
Q4 | $3.66M | Buy |
85,040
+1,892
| +2% | +$81.5K | 0.03% | 619 |
|
|
2016
Q3 | $2.58M | Buy |
83,148
+1,734
| +2% | +$53.8K | 0.02% | 753 |
|
|
2016
Q2 | $2.05M | Buy |
81,414
+1,978
| +2% | +$49.7K | 0.02% | 796 |
|
|
2016
Q1 | $1.92M | Buy |
79,436
+44,447
| +127% | +$1.08M | 0.02% | 800 |
|
|
2015
Q4 | $955K | Sell |
34,989
-1,153
| -3% | -$31.5K | 0.01% | 1041 |
|
|
2015
Q3 | $995K | Buy |
36,142
+1,461
| +4% | +$40.2K | 0.01% | 981 |
|
|
2015
Q2 | $1.1M | Buy |
34,681
+5,590
| +19% | +$177K | 0.01% | 932 |
|
|
2015
Q1 | $785K | Buy |
29,091
+364
| +1% | +$9.82K | 0.01% | 1045 |
|
|
2014
Q4 | $819K | Sell |
28,727
-4,304
| -13% | -$123K | 0.01% | 982 |
|
|
2014
Q3 | $960K | Buy |
33,031
+276
| +0.8% | +$8.02K | 0.01% | 876 |
|
|
2014
Q2 | $965K | Buy |
32,755
+463
| +1% | +$13.6K | 0.01% | 864 |
|
|
2014
Q1 | $1M | Buy |
+32,292
| New | +$1M | 0.01% | 1000 |
|
|
2013
Q4 | – | Sell |
-29,777
| Closed | -$816K | – | 992 |
|
|
2013
Q3 | $816K | Buy |
29,777
+765
| +3% | +$21K | 0.02% | 926 |
|
|
2013
Q2 | $839K | Buy |
+29,012
| New | +$839K | 0.02% | 833 |
|