Harvest Fund Management’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 | $856K | Buy |
16,221
+523
| +3% | +$27.6K | 0.04% | 196 |
|
2025
Q1 | $829K | Buy |
15,698
+5,207
| +50% | +$275K | 0.04% | 218 |
|
2024
Q4 | $569K | Buy |
10,491
+9,468
| +926% | +$514K | 0.03% | 312 |
|
2024
Q3 | $48K | Sell |
1,023
-268
| -21% | -$12.6K | ﹤0.01% | 462 |
|
2024
Q2 | $56K | Hold |
1,291
| – | – | ﹤0.01% | 476 |
|
2024
Q1 | $56K | Sell |
1,291
-9,150
| -88% | -$397K | 0.01% | 502 |
|
2023
Q4 | $457K | Buy |
10,441
+583
| +6% | +$25.5K | 0.07% | 120 |
|
2023
Q3 | $344K | Buy |
9,858
+2,707
| +38% | +$94.5K | 0.06% | 144 |
|
2023
Q2 | $192K | Buy |
7,151
+758
| +12% | +$20.4K | 0.04% | 213 |
|
2023
Q1 | $191K | Buy |
6,393
+4,627
| +262% | +$138K | 0.04% | 220 |
|
2022
Q4 | $68K | Sell |
1,766
-1,119
| -39% | -$43.1K | 0.02% | 422 |
|
2022
Q3 | $147K | Hold |
2,885
| – | – | 0.04% | 234 |
|
2022
Q2 | $147K | Hold |
2,885
| – | – | 0.04% | 230 |
|
2022
Q1 | $189K | Buy |
2,885
+2,335
| +425% | +$153K | 0.04% | 221 |
|
2021
Q4 | $34K | Hold |
550
| – | – | 0.01% | 540 |
|
2021
Q3 | $34K | Hold |
550
| – | – | 0.01% | 498 |
|
2021
Q2 | $29K | Hold |
550
| – | – | ﹤0.01% | 578 |
|
2021
Q1 | $30K | Buy |
+550
| New | +$30K | ﹤0.01% | 570 |
|