Horizon Investments’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 | $3.38M | Buy |
+65,080
| New | +$3.38M | 0.05% | 263 |
|
2024
Q1 | – | Sell |
-3,683
| Closed | -$160K | – | 866 |
|
2023
Q4 | $160K | Buy |
3,683
+372
| +11% | +$16.1K | ﹤0.01% | 572 |
|
2023
Q3 | $114K | Buy |
3,311
+104
| +3% | +$3.59K | ﹤0.01% | 604 |
|
2023
Q2 | $86.1K | Buy |
3,207
+173
| +6% | +$4.65K | ﹤0.01% | 607 |
|
2023
Q1 | $90.8K | Buy |
+3,034
| New | +$90.8K | ﹤0.01% | 605 |
|
2022
Q2 | – | Sell |
-8,612
| Closed | -$565K | – | 558 |
|
2022
Q1 | $565K | Buy |
8,612
+3,533
| +70% | +$232K | 0.02% | 322 |
|
2021
Q4 | $321K | Buy |
5,079
+267
| +6% | +$16.9K | 0.01% | 387 |
|
2021
Q3 | $296K | Sell |
4,812
-1,196
| -20% | -$73.6K | 0.01% | 390 |
|
2021
Q2 | $315K | Buy |
+6,008
| New | +$315K | 0.01% | 390 |
|
2020
Q4 | – | Sell |
-11,728
| Closed | -$340K | – | 406 |
|
2020
Q3 | $340K | Buy |
+11,728
| New | +$340K | 0.01% | 332 |
|
2020
Q1 | – | Sell |
-4,972
| Closed | -$258K | – | 505 |
|
2019
Q4 | $258K | Hold |
4,972
| – | – | 0.01% | 456 |
|
2019
Q3 | $220K | Sell |
4,972
-2,608
| -34% | -$115K | 0.01% | 350 |
|
2019
Q2 | $349K | Buy |
7,580
+2,471
| +48% | +$114K | 0.01% | 330 |
|
2019
Q1 | $231K | Sell |
5,109
-29,659
| -85% | -$1.34M | 0.01% | 328 |
|
2018
Q4 | $1.42M | Buy |
+34,768
| New | +$1.42M | 0.07% | 121 |
|