Ategra Capital Management’s Zions Bancorporation ZION Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-135,898
Closed -$5.9M 92
2024
Q1
$5.9M Buy
135,898
+1,711
+1% +$74.3K 2.66% 11
2023
Q4
$5.89M Buy
134,187
+28,425
+27% +$1.25M 2.59% 12
2023
Q3
$3.69M Buy
105,762
+5,480
+5% +$191K 2% 15
2023
Q2
$2.69M Buy
100,282
+14,419
+17% +$387K 1.45% 20
2023
Q1
$2.57M Buy
+85,863
New +$2.57M 1.41% 22