Dimensional Fund 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
$380M Buy
7,312,524
+272,051
+4% +$14.1M 0.09% 204
2025
Q1
$351M Buy
7,040,473
+233,252
+3% +$11.6M 0.09% 207
2024
Q4
$369M Buy
6,807,221
+175,656
+3% +$9.53M 0.09% 193
2024
Q3
$313M Buy
6,631,565
+382,729
+6% +$18.1M 0.08% 261
2024
Q2
$271M Buy
6,248,836
+929,251
+17% +$40.3M 0.07% 295
2024
Q1
$231M Buy
5,319,585
+303,178
+6% +$13.2M 0.06% 359
2023
Q4
$220M Buy
5,016,407
+927,899
+23% +$40.7M 0.06% 350
2023
Q3
$143M Buy
4,088,508
+508,209
+14% +$17.7M 0.05% 532
2023
Q2
$96.2M Sell
3,580,299
-246,581
-6% -$6.62M 0.03% 871
2023
Q1
$115M Sell
3,826,880
-136,397
-3% -$4.08M 0.04% 689
2022
Q4
$195K Sell
3,963,277
-6,329
-0.2% -$311 0.06% 333
2022
Q3
$202M Sell
3,969,606
-143,441
-3% -$7.3M 0.08% 268
2022
Q2
$209M Sell
4,113,047
-162,563
-4% -$8.27M 0.08% 281
2022
Q1
$280M Buy
4,275,610
+43,151
+1% +$2.83M 0.09% 226
2021
Q4
$267M Sell
4,232,459
-311,158
-7% -$19.7M 0.08% 237
2021
Q3
$281M Buy
4,543,617
+71,343
+2% +$4.42M 0.09% 198
2021
Q2
$236M Buy
4,472,274
+10,515
+0.2% +$556K 0.07% 273
2021
Q1
$245M Sell
4,461,759
-418,387
-9% -$23M 0.08% 248
2020
Q4
$212M Sell
4,880,146
-32,389
-0.7% -$1.41M 0.08% 260
2020
Q3
$144M Buy
4,912,535
+64,408
+1% +$1.88M 0.06% 336
2020
Q2
$165M Buy
4,848,127
+521,776
+12% +$17.7M 0.07% 255
2020
Q1
$116M Buy
4,326,351
+493,690
+13% +$13.2M 0.06% 326
2019
Q4
$199M Buy
3,832,661
+47,467
+1% +$2.46M 0.07% 266
2019
Q3
$169M Buy
3,785,194
+634,571
+20% +$28.3M 0.07% 320
2019
Q2
$145M Buy
3,150,623
+240,311
+8% +$11M 0.06% 392
2019
Q1
$132M Buy
2,910,312
+81,667
+3% +$3.71M 0.05% 443
2018
Q4
$115M Buy
2,828,645
+41,191
+1% +$1.68M 0.05% 432
2018
Q3
$140M Buy
2,787,454
+5,768
+0.2% +$289K 0.05% 441
2018
Q2
$147M Buy
2,781,686
+12,681
+0.5% +$668K 0.06% 397
2018
Q1
$146M Sell
2,769,005
-6,092
-0.2% -$321K 0.06% 367
2017
Q4
$141M Sell
2,775,097
-183,649
-6% -$9.34M 0.06% 396
2017
Q3
$140M Sell
2,958,746
-870,088
-23% -$41M 0.06% 373
2017
Q2
$168M Sell
3,828,834
-419,139
-10% -$18.4M 0.08% 252
2017
Q1
$178M Sell
4,247,973
-504,510
-11% -$21.2M 0.09% 225
2016
Q4
$205M Sell
4,752,483
-659,070
-12% -$28.4M 0.1% 163
2016
Q3
$168M Buy
5,411,553
+51,850
+1% +$1.61M 0.09% 194
2016
Q2
$135M Buy
5,359,703
+393,926
+8% +$9.9M 0.08% 253
2016
Q1
$120M Buy
4,965,777
+880,910
+22% +$21.3M 0.07% 282
2015
Q4
$112M Buy
4,084,867
+91,850
+2% +$2.51M 0.07% 301
2015
Q3
$110M Buy
3,993,017
+41,447
+1% +$1.14M 0.07% 292
2015
Q2
$125M Sell
3,951,570
-76,834
-2% -$2.44M 0.08% 271
2015
Q1
$109M Buy
4,028,404
+69,066
+2% +$1.86M 0.07% 315
2014
Q4
$113M Buy
3,959,338
+205,206
+5% +$5.85M 0.07% 284
2014
Q3
$109M Sell
3,754,132
-25,962
-0.7% -$754K 0.08% 266
2014
Q2
$111M Buy
3,780,094
+33,490
+0.9% +$987K 0.08% 266
2014
Q1
$116M Buy
3,746,604
+11,498
+0.3% +$356K 0.09% 215
2013
Q4
$112M Buy
3,735,106
+315,535
+9% +$9.45M 0.09% 214
2013
Q3
$93.8M Buy
3,419,571
+34,127
+1% +$936K 0.08% 252
2013
Q2
$97.8M Buy
+3,385,444
New +$97.8M 0.09% 210