Cottonwood Capital Advisors’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 | $592K | Buy |
11,402
+2
| +0% | +$104 | 0.4% | 54 |
|
|
2025
Q1 | $568K | Buy |
11,400
+1
| +0% | +$50 | 0.42% | 53 |
|
|
2024
Q4 | $618K | Sell |
11,399
-1,835
| -14% | -$99.6K | 0.44% | 51 |
|
|
2024
Q3 | $625K | Sell |
13,234
-692
| -5% | -$32.7K | 0.46% | 52 |
|
|
2024
Q2 | $611K | Buy |
13,926
+3
| +0% | +$132 | 0.48% | 52 |
|
|
2024
Q1 | $563K | Sell |
13,923
-636
| -4% | -$25.7K | 0.45% | 54 |
|
|
2023
Q4 | $639K | Buy |
14,559
+5
| +0% | +$219 | 0.53% | 51 |
|
|
2023
Q3 | $508K | Sell |
14,554
-107
| -0.7% | -$3.73K | 0.47% | 52 |
|
|
2023
Q2 | $394K | Buy |
14,661
+7
| +0% | +$188 | 0.36% | 61 |
|
|
2023
Q1 | $439K | Buy |
14,654
+3,303
| +29% | +$98.9K | 0.4% | 58 |
|
|
2022
Q4 | $558K | Buy |
11,351
+4
| +0% | +$197 | 0.5% | 48 |
|
|
2022
Q3 | $577K | Buy |
11,347
+3
| +0% | +$153 | 0.55% | 46 |
|
|
2022
Q2 | $577K | Buy |
11,344
+3
| +0% | +$153 | 0.52% | 48 |
|
|
2022
Q1 | $744K | Buy |
11,341
+2
| +0% | +$131 | 0.59% | 44 |
|
|
2021
Q4 | $716K | Buy |
+11,339
| New | +$716K | 0.55% | 45 |
|