Caprock Group’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $879K | Buy |
17,631
+10,074
| +133% | +$502K | 0.03% | 505 |
|
|
2024
Q4 | $410K | Buy |
7,557
+168
| +2% | +$9.11K | 0.01% | 689 |
|
|
2024
Q3 | $349K | Buy |
7,389
+1,203
| +19% | +$56.8K | 0.01% | 679 |
|
|
2024
Q2 | $268K | Sell |
6,186
-857
| -12% | -$37.2K | 0.01% | 719 |
|
|
2024
Q1 | $306K | Buy |
7,043
+1,097
| +18% | +$47.6K | 0.02% | 551 |
|
|
2023
Q4 | $261K | Sell |
5,946
-1,037
| -15% | -$45.5K | 0.02% | 579 |
|
|
2023
Q3 | $244K | Sell |
6,983
-4,338
| -38% | -$151K | 0.02% | 557 |
|
|
2023
Q2 | $309K | Buy |
+11,321
| New | +$309K | 0.02% | 490 |
|
|
2022
Q4 | – | Sell |
-8,120
| Closed | -$413K | – | 626 |
|
|
2022
Q3 | $413K | Buy |
8,120
+49
| +0.6% | +$2.49K | 0.04% | 322 |
|
|
2022
Q2 | $411K | Buy |
8,071
+305
| +4% | +$15.5K | 0.04% | 305 |
|
|
2022
Q1 | $509K | Hold |
7,766
| – | – | 0.05% | 285 |
|
|
2021
Q4 | $491K | Hold |
7,766
| – | – | 0.04% | 299 |
|
|
2021
Q3 | $481K | Hold |
7,766
| – | – | 0.04% | 261 |
|
|
2021
Q2 | $411K | Buy |
+7,766
| New | +$411K | 0.04% | 292 |
|