Emerald Mutual Fund Advisers Trust’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 |
-4,828
| Closed | -$241K | – | 237 |
|
|
2025
Q1 | $241K | Hold |
4,828
| – | – | 0.02% | 175 |
|
|
2024
Q4 | $262K | Sell |
4,828
-10,220
| -68% | -$554K | 0.02% | 176 |
|
|
2024
Q3 | $711K | Hold |
15,048
| – | – | 0.04% | 154 |
|
|
2024
Q2 | $653K | Hold |
15,048
| – | – | 0.03% | 153 |
|
|
2024
Q1 | $653K | Sell |
15,048
-17,404
| -54% | -$755K | 0.03% | 156 |
|
|
2023
Q4 | $1.42M | Hold |
32,452
| – | – | 0.08% | 136 |
|
|
2023
Q3 | $1.13M | Hold |
32,452
| – | – | 0.07% | 136 |
|
|
2023
Q2 | $872K | Buy |
+32,452
| New | +$872K | 0.05% | 142 |
|
|
2020
Q3 | – | Sell |
-27,245
| Closed | -$926K | – | 365 |
|
|
2020
Q2 | $926K | Buy |
+27,245
| New | +$926K | 0.04% | 170 |
|