CIM
Contravisory Investment Management’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,885
| Closed | -$892K | – | 459 |
|
|
2025
Q1 | $892K | Buy |
17,885
+622
| +4% | +$31K | 0.19% | 76 |
|
|
2024
Q4 | $937K | Buy |
17,263
+249
| +1% | +$13.5K | 0.2% | 62 |
|
|
2024
Q3 | $803K | Buy |
17,014
+21
| +0.1% | +$992 | 0.17% | 78 |
|
|
2024
Q2 | $737K | Sell |
16,993
-73
| -0.4% | -$3.17K | 0.16% | 80 |
|
|
2024
Q1 | $741K | Buy |
+17,066
| New | +$741K | 0.16% | 78 |
|
|
2023
Q1 | – | Sell |
-8,364
| Closed | -$411K | – | 364 |
|
|
2022
Q4 | $411K | Hold |
8,364
| – | – | 0.11% | 113 |
|
|
2022
Q3 | $425K | Hold |
8,364
| – | – | 0.14% | 83 |
|
|
2022
Q2 | $426K | Hold |
8,364
| – | – | 0.14% | 85 |
|
|
2022
Q1 | $548K | Sell |
8,364
-188
| -2% | -$12.3K | 0.16% | 78 |
|
|
2021
Q4 | $540K | Buy |
8,552
+77
| +0.9% | +$4.86K | 0.15% | 95 |
|
|
2021
Q3 | $525K | Buy |
+8,475
| New | +$525K | 0.16% | 70 |
|
|
2018
Q4 | – | Sell |
-6,926
| Closed | -$347K | – | 345 |
|
|
2018
Q3 | $347K | Sell |
6,926
-41
| -0.6% | -$2.05K | 0.12% | 100 |
|
|
2018
Q2 | $367K | Sell |
6,967
-76
| -1% | -$4K | 0.13% | 96 |
|
|
2018
Q1 | $371K | Buy |
7,043
+442
| +7% | +$23.3K | 0.14% | 88 |
|
|
2017
Q4 | $336K | Buy |
6,601
+779
| +13% | +$39.7K | 0.12% | 89 |
|
|
2017
Q3 | $275K | Buy |
5,822
+28
| +0.5% | +$1.32K | 0.1% | 100 |
|
|
2017
Q2 | $254K | Buy |
5,794
+45
| +0.8% | +$1.97K | 0.09% | 110 |
|
|
2017
Q1 | $241K | Buy |
+5,749
| New | +$241K | 0.09% | 89 |
|