Cambridge Investment Research Advisors’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 | $8.63M | Sell |
149,781
-2,183
| -1% | -$129K | 0.02% | 675 |
|
|
2025
Q4 | $8.9M | Sell |
151,964
-8,100
| -5% | -$441K | 0.02% | 629 |
|
|
2025
Q3 | $9.06M | Sell |
160,064
-3,116
| -2% | -$173K | 0.02% | 607 |
|
|
2025
Q2 | $8.48M | Buy |
163,180
+552
| +0.3% | +$25.9K | 0.03% | 608 |
|
|
2025
Q1 | $8.11M | Buy |
162,628
+2,132
| +1% | +$115K | 0.03% | 587 |
|
|
2024
Q4 | $8.71M | Sell |
160,496
-15,713
| -9% | -$861K | 0.03% | 542 |
|
|
2024
Q3 | $8.32M | Sell |
176,209
-13,875
| -7% | -$657K | 0.03% | 572 |
|
|
2024
Q2 | $8.24M | Sell |
190,084
-15,403
| -7% | -$650K | 0.03% | 542 |
|
|
2024
Q1 | $8.92M | Sell |
205,487
-8,405
| -4% | -$347K | 0.03% | 498 |
|
|
2023
Q4 | $9.38M | Buy |
213,892
+86,999
| +69% | +$3.14M | 0.04% | 440 |
|
|
2023
Q3 | $4.43M | Buy |
126,893
+35,815
| +39% | +$1.25M | 0.02% | 714 |
|
|
2023
Q2 | $2.45M | Buy |
91,078
+31,673
| +53% | +$879K | 0.01% | 1051 |
|
|
2023
Q1 | $1.78M | Buy |
59,405
+35,948
| +153% | +$1.65M | 0.01% | 1195 |
|
|
2022
Q4 | $1.15M | Sell |
23,457
-295
| -1% | -$14.8K | 0.01% | 1427 |
|
|
2022
Q3 | $1.21M | Buy |
23,752
+7,497
| +46% | +$410K | 0.01% | 1345 |
|
|
2022
Q2 | $827K | Buy |
16,255
+87
| +0.5% | +$4.94K | ﹤0.01% | 1601 |
|
|
2022
Q1 | $1.06M | Buy |
16,168
+341
| +2% | +$23.3K | ﹤0.01% | 1539 |
|
|
2021
Q4 | $1M | Sell |
15,827
-5
| -0% | -$319 | ﹤0.01% | 1583 |
|
|
2021
Q3 | $980K | Buy |
15,832
+438
| +3% | +$24.1K | ﹤0.01% | 1541 |
|
|
2021
Q2 | $814K | Sell |
15,394
-14
| -0.1% | -$784 | ﹤0.01% | 1693 |
|
|
2021
Q1 | $847K | Sell |
15,408
-6,243
| -29% | -$321K | ﹤0.01% | 1546 |
|
|
2020
Q4 | $941K | Sell |
21,651
-3,527
| -14% | -$130K | 0.01% | 1351 |
|
|
2020
Q3 | $736K | Buy |
25,178
+12,127
| +93% | +$391K | 0.01% | 1364 |
|
|
2020
Q2 | $444K | Sell |
13,051
-3,628
| -22% | -$115K | ﹤0.01% | 1627 |
|
|
2020
Q1 | $446K | Sell |
16,679
-9,801
| -37% | -$404K | ﹤0.01% | 1430 |
|
|
2019
Q4 | $1.38M | Buy |
26,480
+909
| +4% | +$44.1K | 0.01% | 985 |
|
|
2019
Q3 | $1.14M | Sell |
25,571
-1,163
| -4% | -$50.3K | 0.01% | 1003 |
|
|
2019
Q2 | $1.23M | Buy |
26,734
+1,445
| +6% | +$66.8K | 0.01% | 931 |
|
|
2019
Q1 | $1.15M | Sell |
25,289
-3,929
| -13% | -$187K | 0.01% | 967 |
|
|
2018
Q4 | $1.19M | Buy |
29,218
+216
| +0.7% | +$10.1K | 0.01% | 849 |
|
|
2018
Q3 | $1.45M | Buy |
29,002
+5,982
| +26% | +$316K | 0.01% | 818 |
|
|
2018
Q2 | $1.21M | Buy |
23,020
+1,842
| +9% | +$102K | 0.01% | 878 |
|
|
2018
Q1 | $1.12M | Sell |
21,178
-1,733
| -8% | -$93.3K | 0.01% | 879 |
|
|
2017
Q4 | $1.17M | Sell |
22,911
-1,340
| -6% | -$64.2K | 0.01% | 828 |
|
|
2017
Q3 | $1.14M | Buy |
24,251
+631
| +3% | +$28.1K | 0.02% | 788 |
|
|
2017
Q2 | $1.04M | Sell |
23,620
-897
| -4% | -$36.9K | 0.02% | 791 |
|
|
2017
Q1 | $1.03M | Buy |
24,517
+841
| +4% | +$36.5K | 0.02% | 712 |
|
|
2016
Q4 | $1.02M | Sell |
23,676
-2,719
| -10% | -$100K | 0.02% | 665 |
|
|
2016
Q3 | $819K | Sell |
26,395
-850
| -3% | -$24.1K | 0.02% | 776 |
|
|
2016
Q2 | $685K | Sell |
27,245
-1,862
| -6% | -$49.4K | 0.01% | 789 |
|
|
2016
Q1 | $705K | Buy |
29,107
+4,742
| +19% | +$109K | 0.02% | 724 |
|
|
2015
Q4 | $665K | Buy |
24,365
+8,001
| +49% | +$230K | 0.02% | 730 |
|
|
2015
Q3 | $451K | Buy |
16,364
+3,793
| +30% | +$112K | 0.01% | 805 |
|
|
2015
Q2 | $399K | Sell |
12,571
-7,818
| -38% | -$230K | 0.01% | 926 |
|
|
2015
Q1 | $550K | Sell |
20,389
-499
| -2% | -$13.1K | 0.02% | 748 |
|
|
2014
Q4 | $596K | Sell |
20,888
-2,482
| -11% | -$70K | 0.02% | 694 |
|
|
2014
Q3 | $679K | Sell |
23,370
-29
| -0.1% | -$842 | 0.02% | 666 |
|
|
2014
Q2 | $690K | Buy |
23,399
+1,260
| +6% | +$37K | 0.02% | 589 |
|
|
2014
Q1 | $686K | Sell |
22,139
-2,317
| -9% | -$70.4K | 0.03% | 564 |
|
|
2013
Q4 | $733K | Buy |
24,456
+100
| +0.4% | +$2.88K | 0.03% | 488 |
|
|
2013
Q3 | $668K | Sell |
24,356
-1,565
| -6% | -$45.7K | 0.03% | 503 |
|
|
2013
Q2 | $750K | Buy |
+25,921
| New | +$678K | 0.04% | 395 |
|
Other funds holding ZION
VPM
VCM
FMI
