Convergence Investment Partners’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
21,181
+2,150
| +11% | +$112K | 0.28% | 134 |
|
|
2025
Q1 | $949K | Sell |
19,031
-12,496
| -40% | -$623K | 0.26% | 137 |
|
|
2024
Q4 | $1.71M | Buy |
+31,527
| New | +$1.71M | 0.38% | 87 |
|
|
2020
Q1 | – | Sell |
-15,213
| Closed | -$790K | – | 273 |
|
|
2019
Q4 | $790K | Buy |
15,213
+10,023
| +193% | +$520K | 0.22% | 166 |
|
|
2019
Q3 | $231K | Sell |
5,190
-1,485
| -22% | -$66.1K | 0.06% | 201 |
|
|
2019
Q2 | $307K | Sell |
6,675
-23,233
| -78% | -$1.07M | 0.07% | 194 |
|
|
2019
Q1 | $1.36M | Buy |
29,908
+14,078
| +89% | +$639K | 0.3% | 129 |
|
|
2018
Q4 | $645K | Buy |
15,830
+1,141
| +8% | +$46.5K | 0.15% | 167 |
|
|
2018
Q3 | $737K | Sell |
14,689
-32,259
| -69% | -$1.62M | 0.15% | 175 |
|
|
2018
Q2 | $2.47M | Buy |
46,948
+6,225
| +15% | +$328K | 0.35% | 115 |
|
|
2018
Q1 | $2.15M | Sell |
40,723
-10,528
| -21% | -$555K | 0.28% | 129 |
|
|
2017
Q4 | $2.61M | Sell |
51,251
-52,538
| -51% | -$2.67M | 0.35% | 106 |
|
|
2017
Q3 | $4.9M | Buy |
103,789
+7,815
| +8% | +$369K | 0.69% | 25 |
|
|
2017
Q2 | $4.21M | Buy |
95,974
+2,823
| +3% | +$124K | 0.62% | 27 |
|
|
2017
Q1 | $3.91M | Sell |
93,151
-10,829
| -10% | -$455K | 0.55% | 41 |
|
|
2016
Q4 | $4.48M | Sell |
103,980
-18,808
| -15% | -$809K | 0.62% | 33 |
|
|
2016
Q3 | $3.81M | Sell |
122,788
-43,135
| -26% | -$1.34M | 0.56% | 41 |
|
|
2016
Q2 | $4.17M | Buy |
+165,923
| New | +$4.17M | 0.57% | 47 |
|
|
2014
Q3 | – | Sell |
-30,370
| Closed | -$895K | – | 436 |
|
|
2014
Q2 | $895K | Sell |
30,370
-12,970
| -30% | -$382K | 0.12% | 258 |
|
|
2014
Q1 | $1.34M | Buy |
+43,340
| New | +$1.34M | 0.2% | 153 |
|
|
2013
Q4 | – | Sell |
-92,305
| Closed | -$2.53M | – | 412 |
|
|
2013
Q3 | $2.53M | Buy |
+92,305
| New | +$2.53M | 0.54% | 47 |
|