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 |
|