CAPTRUST Financial 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 | $10.6M | Buy |
184,540
+6,730
| +4% | +$397K | 0.02% | 530 |
|
|
2025
Q4 | $10.4M | Buy |
177,810
+13,111
| +8% | +$714K | 0.02% | 478 |
|
|
2025
Q3 | $9.32M | Buy |
164,699
+1,224
| +0.7% | +$68.1K | 0.02% | 488 |
|
|
2025
Q2 | $8.49M | Buy |
163,475
+5,680
| +4% | +$266K | 0.02% | 494 |
|
|
2025
Q1 | $7.87M | Buy |
157,795
+9,342
| +6% | +$503K | 0.02% | 484 |
|
|
2024
Q4 | $8.05M | Buy |
148,453
+1,083
| +0.7% | +$59.3K | 0.02% | 418 |
|
|
2024
Q3 | $6.96M | Sell |
147,370
-684
| -0.5% | -$32.4K | 0.02% | 448 |
|
|
2024
Q2 | $6.42M | Buy |
148,054
+3,187
| +2% | +$134K | 0.02% | 449 |
|
|
2024
Q1 | $6.29M | Sell |
144,867
-50,783
| -26% | -$2.09M | 0.02% | 435 |
|
|
2023
Q4 | $8.58M | Buy |
195,650
+27,561
| +16% | +$995K | 0.03% | 400 |
|
|
2023
Q3 | $5.86M | Buy |
168,089
+1,685
| +1% | +$58.7K | 0.02% | 462 |
|
|
2023
Q2 | $4.47M | Buy |
166,404
+1,435
| +0.9% | +$39.8K | 0.02% | 539 |
|
|
2023
Q1 | $4.94M | Buy |
164,969
+615
| +0.4% | +$28.1K | 0.02% | 462 |
|
|
2022
Q4 | $8.08M | Sell |
164,354
-475
| -0.3% | -$23.8K | 0.04% | 331 |
|
|
2022
Q3 | $8.38M | Buy |
164,829
+141,675
| +612% | +$7.75M | 0.05% | 296 |
|
|
2022
Q2 | $1.18M | Sell |
23,154
-123,509
| -84% | -$7.02M | 0.01% | 767 |
|
|
2022
Q1 | $9.62M | Buy |
146,663
+125,697
| +600% | +$8.6M | 0.06% | 244 |
|
|
2021
Q4 | $1.32M | Buy |
20,966
+466
| +2% | +$29.8K | 0.01% | 692 |
|
|
2021
Q3 | $1.27M | Sell |
20,500
-299
| -1% | -$16.4K | 0.01% | 654 |
|
|
2021
Q2 | $1.1M | Sell |
20,799
-173
| -0.8% | -$9.69K | 0.01% | 687 |
|
|
2021
Q1 | $1.15M | Buy |
20,972
+2,798
| +15% | +$144K | 0.01% | 643 |
|
|
2020
Q4 | $789K | Buy |
18,174
+13,014
| +252% | +$481K | 0.01% | 681 |
|
|
2020
Q3 | $150K | Sell |
5,160
-157,830
| -97% | -$5.09M | ﹤0.01% | 1169 |
|
|
2020
Q2 | $5.3M | Buy |
162,990
+136,091
| +506% | +$4.31M | 0.09% | 213 |
|
|
2020
Q1 | $681K | Sell |
26,899
-141,754
| -84% | -$5.84M | 0.02% | 510 |
|
|
2019
Q4 | $8.84M | Buy |
168,653
+12,748
| +8% | +$619K | 0.14% | 158 |
|
|
2019
Q3 | $6.94M | Sell |
155,905
-309
| -0.2% | -$13.4K | 0.24% | 92 |
|
|
2019
Q2 | $7.18M | Buy |
156,214
+9
| +0% | +$416 | 0.27% | 80 |
|
|
2019
Q1 | $7.09M | Buy |
156,205
+378
| +0.2% | +$18K | 0.29% | 70 |
|
|
2018
Q4 | $6.35M | Sell |
155,827
-570
| -0.4% | -$26.6K | 0.34% | 68 |
|
|
2018
Q3 | $7.84M | Buy |
156,397
+140,361
| +875% | +$7.41M | 0.35% | 57 |
|
|
2018
Q2 | $845K | Buy |
16,036
+441
| +3% | +$24.3K | 0.05% | 197 |
|
|
2018
Q1 | $801K | Buy |
15,595
+14,973
| +2,407% | +$806K | 0.05% | 187 |
|
|
2017
Q4 | $32K | Buy |
+622
| New | +$29.8K | ﹤0.01% | 682 |
|
Other funds holding ZION
VPM
VCM
FMI
