Edgestream 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 | – | Sell |
-96,616
| Closed | -$4.82M | – | 1101 |
|
|
2025
Q1 | $4.82M | Buy |
96,616
+71,146
| +279% | +$3.55M | 0.16% | 232 |
|
|
2024
Q4 | $1.38M | Buy |
+25,470
| New | +$1.38M | 0.06% | 487 |
|
|
2024
Q2 | – | Sell |
-17,742
| Closed | -$770K | – | 1073 |
|
|
2024
Q1 | $770K | Buy |
+17,742
| New | +$770K | 0.04% | 563 |
|
|
2023
Q3 | – | Sell |
-62,730
| Closed | -$1.68M | – | 1006 |
|
|
2023
Q2 | $1.68M | Sell |
62,730
-16,113
| -20% | -$433K | 0.15% | 230 |
|
|
2023
Q1 | $2.36M | Buy |
78,843
+69,574
| +751% | +$2.08M | 0.26% | 108 |
|
|
2022
Q4 | $456K | Sell |
9,269
-1,017
| -10% | -$50K | 0.05% | 379 |
|
|
2022
Q3 | $523K | Buy |
+10,286
| New | +$523K | 0.04% | 337 |
|
|
2021
Q3 | – | Sell |
-4,962
| Closed | -$262K | – | 590 |
|
|
2021
Q2 | $262K | Sell |
4,962
-4,204
| -46% | -$222K | 0.02% | 410 |
|
|
2021
Q1 | $504K | Buy |
+9,166
| New | +$504K | 0.03% | 325 |
|
|
2020
Q2 | – | Sell |
-90,179
| Closed | -$2.41M | – | 340 |
|
|
2020
Q1 | $2.41M | Buy |
+90,179
| New | +$2.41M | 0.22% | 127 |
|
|
2019
Q3 | – | Sell |
-32,418
| Closed | -$1.49M | – | 321 |
|
|
2019
Q2 | $1.49M | Buy |
32,418
+9,993
| +45% | +$460K | 0.17% | 122 |
|
|
2019
Q1 | $1.02M | Sell |
22,425
-101,901
| -82% | -$4.63M | 0.15% | 131 |
|
|
2018
Q4 | $5.07M | Buy |
124,326
+20,048
| +19% | +$817K | 0.89% | 32 |
|
|
2018
Q3 | $5.23M | Buy |
+104,278
| New | +$5.23M | 0.89% | 28 |
|