Cresset Asset Management’s Zions Bancorporation ZION Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Sell
4,149
-1,444
-26% -$75K ﹤0.01% 1460
2025
Q1
$279K Buy
5,593
+1,484
+36% +$74K ﹤0.01% 1341
2024
Q4
$223K Sell
4,109
-29,441
-88% -$1.6M ﹤0.01% 1489
2024
Q3
$1.58M Buy
33,550
+5,279
+19% +$249K 0.01% 907
2024
Q2
$1.23M Buy
28,271
+3,048
+12% +$132K 0.01% 933
2024
Q1
$1.09M Buy
25,223
+4,610
+22% +$200K 0.01% 919
2023
Q4
$904K Buy
20,613
+1,860
+10% +$81.6K 0.01% 915
2023
Q3
$654K Buy
18,753
+3,237
+21% +$113K ﹤0.01% 1007
2023
Q2
$417K Buy
+15,516
New +$417K ﹤0.01% 1234
2019
Q2
Sell
-160
Closed -$7K 1751
2019
Q1
$7K Buy
160
+30
+23% +$1.31K ﹤0.01% 1273
2018
Q4
$5K Buy
+130
New +$5K ﹤0.01% 1048