Capital Fund Management (CFM)’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 | $901K | Sell |
15,636
-13,446
| -46% | -$792K | 0.01% | 1717 |
|
|
2025
Q4 | $1.7M | Buy |
+29,082
| New | +$1.58M | 0.02% | 1783 |
|
|
2025
Q3 | – | Hold |
0
| – | – | – | 3087 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2851 |
|
|
2025
Q1 | – | Sell |
-77,934
| Closed | -$4.23M | – | 2671 |
|
|
2024
Q4 | $4.23M | Sell |
77,934
-132,245
| -63% | -$7.25M | 0.04% | 1164 |
|
|
2024
Q3 | $9.92M | Buy |
210,179
+59,289
| +39% | +$2.81M | 0.11% | 733 |
|
|
2024
Q2 | $6.54M | Sell |
150,890
-81,505
| -35% | -$3.44M | 0.07% | 843 |
|
|
2024
Q1 | $10.1M | Sell |
232,395
-16,678
| -7% | -$688K | 0.12% | 725 |
|
|
2023
Q4 | $10.9M | Buy |
+249,073
| New | +$9M | 0.14% | 728 |
|
|
2023
Q3 | – | Sell |
-299,022
| Closed | -$10.4M | – | 2414 |
|
|
2023
Q2 | $8.03M | Buy |
299,022
+279,874
| +1,462% | +$7.76M | 0.13% | 650 |
|
|
2023
Q1 | $573K | Buy |
+19,148
| New | +$876K | 0.01% | 1424 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2159 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2065 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1887 |
|
|
2021
Q1 | – | Sell |
-140,373
| Closed | -$7.23M | – | 1841 |
|
|
2020
Q4 | $6.1M | Buy |
140,373
+4,393
| +3% | +$162K | 0.19% | 396 |
|
|
2020
Q3 | $3.97M | Buy |
+135,980
| New | +$4.38M | 0.13% | 417 |
|
|
2020
Q2 | – | Sell |
-30,591
| Closed | -$969K | – | 1803 |
|
|
2020
Q1 | $819K | Buy |
+30,591
| New | +$1.26M | 0.03% | 859 |
|
|
2019
Q2 | – | Sell |
-164,839
| Closed | -$7.49M | – | 2145 |
|
|
2019
Q1 | $7.49M | Buy |
+164,839
| New | +$7.86M | 0.17% | 377 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2430 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2498 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 2505 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2399 |
|
|
2017
Q4 | – | Sell |
-236,153
| Closed | -$11.3M | – | 2180 |
|
|
2017
Q3 | $11.1M | Sell |
236,153
-4,356
| -2% | -$194K | 0.18% | 298 |
|
|
2017
Q2 | $10.6M | Sell |
240,509
-208,174
| -46% | -$8.57M | 0.18% | 290 |
|
|
2017
Q1 | $18.8M | Buy |
448,683
+346,715
| +340% | +$15.1M | 0.32% | 166 |
|
|
2016
Q4 | $4.39M | Sell |
101,968
-81,586
| -44% | -$3.01M | 0.08% | 534 |
|
|
2016
Q3 | $5.69M | Buy |
+183,554
| New | +$5.21M | 0.1% | 428 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1945 |
|
|
2016
Q1 | – | Sell |
-50,620
| Closed | -$1.38M | – | 2034 |
|
|
2015
Q4 | $1.38M | Buy |
+50,620
| New | +$1.45M | 0.03% | 775 |
|
|
2015
Q3 | – | Sell |
-7,166
| Closed | -$227K | – | 1833 |
|
|
2015
Q2 | $227K | Sell |
7,166
-27,494
| -79% | -$809K | 0.01% | 1371 |
|
|
2015
Q1 | $936K | Sell |
34,660
-4,219
| -11% | -$110K | 0.02% | 806 |
|
|
2014
Q4 | $1.11M | Buy |
38,879
+26,415
| +212% | +$745K | 0.03% | 856 |
|
|
2014
Q3 | $362K | Sell |
12,464
-8,553
| -41% | -$248K | 0.01% | 1256 |
|
|
2014
Q2 | $619K | Buy |
21,017
+10,641
| +103% | +$313K | 0.02% | 1132 |
|
|
2014
Q1 | $321K | Sell |
10,376
-45,024
| -81% | -$1.37M | 0.01% | 1446 |
|
|
2013
Q4 | $1.66M | Sell |
55,400
-139,566
| -72% | -$4.02M | 0.04% | 770 |
|
|
2013
Q3 | $5.35M | Buy |
+194,966
| New | +$5.69M | 0.14% | 342 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 1396 |
|
Other funds holding ZION
VPM
VCM
FMI
