D.A. Davidson & Co’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 | $837K | Sell |
14,523
-345
| -2% | -$20.3K | 0.01% | 978 |
|
|
2025
Q4 | $870K | Sell |
14,868
-445
| -3% | -$24.2K | 0.01% | 941 |
|
|
2025
Q3 | $866K | Sell |
15,313
-238
| -2% | -$13.2K | 0.01% | 925 |
|
|
2025
Q2 | $808K | Sell |
15,551
-867
| -5% | -$40.7K | 0.01% | 871 |
|
|
2025
Q1 | $819K | Sell |
16,418
-442
| -3% | -$23.8K | 0.01% | 842 |
|
|
2024
Q4 | $915K | Sell |
16,860
-1,319
| -7% | -$72.3K | 0.01% | 808 |
|
|
2024
Q3 | $858K | Buy |
18,179
+965
| +6% | +$45.7K | 0.01% | 822 |
|
|
2024
Q2 | $747K | Sell |
17,214
-683
| -4% | -$28.8K | 0.01% | 836 |
|
|
2024
Q1 | $777K | Sell |
17,897
-17,533
| -49% | -$723K | 0.01% | 816 |
|
|
2023
Q4 | $1.55M | Buy |
35,430
+9,220
| +35% | +$333K | 0.02% | 578 |
|
|
2023
Q3 | $914K | Sell |
26,210
-219
| -0.8% | -$7.64K | 0.01% | 706 |
|
|
2023
Q2 | $710K | Buy |
26,429
+5,977
| +29% | +$166K | 0.01% | 809 |
|
|
2023
Q1 | $612K | Buy |
20,452
+13,864
| +210% | +$634K | 0.01% | 835 |
|
|
2022
Q4 | $324K | Sell |
6,588
-241
| -4% | -$12.1K | ﹤0.01% | 1017 |
|
|
2022
Q3 | $347K | Buy |
6,829
+9
| +0.1% | +$492 | ﹤0.01% | 949 |
|
|
2022
Q2 | $347K | Buy |
6,820
+2
| +0% | +$114 | ﹤0.01% | 953 |
|
|
2022
Q1 | $447K | Buy |
6,818
+62
| +0.9% | +$4.24K | ﹤0.01% | 910 |
|
|
2021
Q4 | $427K | Sell |
6,756
-4,949
| -42% | -$316K | ﹤0.01% | 930 |
|
|
2021
Q3 | $724K | Sell |
11,705
-413
| -3% | -$22.7K | 0.01% | 726 |
|
|
2021
Q2 | $641K | Buy |
12,118
+551
| +5% | +$30.9K | 0.01% | 760 |
|
|
2021
Q1 | $636K | Sell |
11,567
-4,694
| -29% | -$242K | 0.01% | 726 |
|
|
2020
Q4 | $706K | Sell |
16,261
-851
| -5% | -$31.5K | 0.01% | 603 |
|
|
2020
Q3 | $500K | Buy |
17,112
+9,811
| +134% | +$316K | 0.01% | 618 |
|
|
2020
Q2 | $248K | Buy |
+7,301
| New | +$231K | ﹤0.01% | 799 |
|
|
2020
Q1 | – | Sell |
-5,822
| Closed | -$302K | – | 1072 |
|
|
2019
Q4 | $302K | Sell |
5,822
-572
| -9% | -$27.8K | ﹤0.01% | 816 |
|
|
2019
Q3 | $285K | Sell |
6,394
-166
| -3% | -$7.17K | 0.01% | 799 |
|
|
2019
Q2 | $302K | Sell |
6,560
-746
| -10% | -$34.5K | 0.01% | 782 |
|
|
2019
Q1 | $324K | Buy |
7,306
+1,285
| +21% | +$61.3K | 0.01% | 843 |
|
|
2018
Q4 | $245K | Buy |
6,021
+823
| +16% | +$38.4K | ﹤0.01% | 895 |
|
|
2018
Q3 | $261K | Buy |
5,198
+1,083
| +26% | +$57.2K | ﹤0.01% | 966 |
|
|
2018
Q2 | $217K | Sell |
4,115
-692
| -14% | -$38.2K | ﹤0.01% | 1009 |
|
|
2018
Q1 | $253K | Buy |
4,807
+169
| +4% | +$9.1K | 0.01% | 913 |
|
|
2017
Q4 | $236K | Buy |
+4,638
| New | +$222K | ﹤0.01% | 950 |
|
|
2017
Q3 | – | Sell |
-2,415
| Closed | -$106K | – | 2009 |
|
|
2017
Q2 | $106K | Hold |
2,415
| – | – | ﹤0.01% | 1237 |
|
|
2017
Q1 | $101K | Buy |
2,415
+499
| +26% | +$21.7K | ﹤0.01% | 1248 |
|
|
2016
Q4 | $82K | Buy |
1,916
+300
| +19% | +$11.1K | ﹤0.01% | 1390 |
|
|
2016
Q3 | $50K | Buy |
1,616
+615
| +61% | +$17.5K | ﹤0.01% | 1523 |
|
|
2016
Q2 | $25K | Hold |
1,001
| – | – | ﹤0.01% | 1682 |
|
|
2016
Q1 | $24K | Sell |
1,001
-229
| -19% | -$5.27K | ﹤0.01% | 1658 |
|
|
2015
Q4 | $33K | Hold |
1,230
| – | – | ﹤0.01% | 1551 |
|
|
2015
Q3 | $33K | Sell |
1,230
-140
| -10% | -$4.15K | ﹤0.01% | 1530 |
|
|
2015
Q2 | $43K | Buy |
1,370
+29
| +2% | +$853 | ﹤0.01% | 1492 |
|
|
2015
Q1 | $36K | Buy |
1,341
+300
| +29% | +$7.85K | ﹤0.01% | 1528 |
|
|
2014
Q4 | $29K | Hold |
1,041
| – | – | ﹤0.01% | 1592 |
|
|
2014
Q3 | $30K | Sell |
1,041
-200
| -16% | -$5.81K | ﹤0.01% | 1577 |
|
|
2014
Q2 | $36K | Hold |
1,241
| – | – | ﹤0.01% | 1511 |
|
|
2014
Q1 | $38K | Hold |
1,241
| – | – | ﹤0.01% | 1493 |
|
|
2013
Q4 | $37K | Hold |
1,241
| – | – | ﹤0.01% | 1418 |
|
|
2013
Q3 | $34K | Hold |
1,241
| – | – | ﹤0.01% | 1236 |
|
|
2013
Q2 | $35K | Buy |
+1,241
| New | +$32.5K | ﹤0.01% | 1193 |
|
Other funds holding ZION
VPM
VCM
FMI
