AssetMark Inc’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $54.5K | Buy |
946
+104
| +12% | +$6.13K | ﹤0.01% | 1725 |
|
|
2025
Q4 | $49.3K | Buy |
842
+101
| +14% | +$5.5K | ﹤0.01% | 1726 |
|
|
2025
Q3 | $41.9K | Buy |
741
+68
| +10% | +$3.78K | ﹤0.01% | 1696 |
|
|
2025
Q2 | $35K | Buy |
673
+289
| +75% | +$13.6K | ﹤0.01% | 1663 |
|
|
2025
Q1 | $19.1K | Buy |
384
+367
| +2,159% | +$19.8K | ﹤0.01% | 1713 |
|
|
2024
Q4 | $922 | Buy |
+17
| New | +$931 | ﹤0.01% | 2257 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$210 | – | 1699 |
|
|
2023
Q1 | $210 | Buy |
+7
| New | +$320 | ﹤0.01% | 1524 |
|
|
2019
Q3 | – | Sell |
-30
| Closed | -$1K | – | 1449 |
|
|
2019
Q2 | $1K | Buy |
+30
| New | +$1.39K | ﹤0.01% | 1296 |
|
|
2018
Q1 | – | Sell |
-138
| Closed | -$7K | – | 2045 |
|
|
2017
Q4 | $7K | Buy |
138
+118
| +590% | +$5.65K | ﹤0.01% | 1189 |
|
|
2017
Q3 | $1K | Sell |
20
-18
| -47% | -$801 | ﹤0.01% | 1418 |
|
|
2017
Q2 | $2K | Buy |
+38
| New | +$1.56K | ﹤0.01% | 1249 |
|
|
2016
Q2 | – | Sell |
-18
| Closed | – | – | 1281 |
|
|
2016
Q1 | $0 | Sell |
18
-24
| -57% | -$552 | ﹤0.01% | 1434 |
|
|
2015
Q4 | $1K | Buy |
42
+7
| +20% | +$201 | ﹤0.01% | 1289 |
|
|
2015
Q3 | $1K | Sell |
35
-45,113
| -100% | -$1.34M | ﹤0.01% | 693 |
|
|
2015
Q2 | $1.43M | Buy |
45,148
+174
| +0.4% | +$5.12K | 0.03% | 247 |
|
|
2015
Q1 | $1.21M | Sell |
44,974
-53,979
| -55% | -$1.41M | 0.03% | 258 |
|
|
2014
Q4 | $2.82M | Sell |
98,953
-5,742
| -5% | -$162K | 0.06% | 151 |
|
|
2014
Q3 | $3.04M | Sell |
104,695
-5,539
| -5% | -$161K | 0.07% | 137 |
|
|
2014
Q2 | $3.25M | Sell |
110,234
-26,257
| -19% | -$772K | 0.07% | 134 |
|
|
2014
Q1 | $4.23M | Buy |
136,491
+71,718
| +111% | +$2.18M | 0.1% | 94 |
|
|
2013
Q4 | $1.94M | Sell |
64,773
-3,838
| -6% | -$110K | 0.05% | 179 |
|
|
2013
Q3 | $1.88M | Buy |
+68,611
| New | +$2M | 0.05% | 181 |
|
Other funds holding ZION
VPM
VCM
FMI
