MAI Capital Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.19M | Buy |
20,682
+957
| +5% | +$56.4K | 0.01% | 714 |
|
|
2025
Q4 | $1.15M | Buy |
19,725
+134
| +0.7% | +$7.3K | 0.01% | 694 |
|
|
2025
Q3 | $1.11M | Sell |
19,591
-34
| -0.2% | -$1.89K | 0.01% | 668 |
|
|
2025
Q2 | $1.02M | Buy |
19,625
+34
| +0.2% | +$1.59K | 0.01% | 650 |
|
|
2025
Q1 | $977K | Buy |
19,591
+293
| +2% | +$15.8K | 0.01% | 628 |
|
|
2024
Q4 | $1.05M | Hold |
19,298
| – | – | 0.01% | 621 |
|
|
2024
Q3 | $911K | Sell |
19,298
-219
| -1% | -$10.4K | 0.01% | 587 |
|
|
2024
Q2 | $846K | Sell |
19,517
-48
| -0.2% | -$2.03K | 0.01% | 648 |
|
|
2024
Q1 | $849K | Buy |
19,565
+8
| +0% | +$330 | 0.01% | 633 |
|
|
2023
Q4 | $858K | Buy |
19,557
+231
| +1% | +$8.34K | 0.01% | 513 |
|
|
2023
Q3 | $674K | Buy |
19,326
+76
| +0.4% | +$2.65K | 0.01% | 539 |
|
|
2023
Q2 | $517K | Sell |
19,250
-3,001
| -13% | -$83.2K | 0.01% | 624 |
|
|
2023
Q1 | $666K | Sell |
22,251
-689
| -3% | -$31.5K | 0.01% | 546 |
|
|
2022
Q4 | $1.13M | Sell |
22,940
-363
| -2% | -$18.2K | 0.02% | 385 |
|
|
2022
Q3 | $1.19M | Buy |
23,303
+3,550
| +18% | +$194K | 0.02% | 341 |
|
|
2022
Q2 | $1M | Sell |
19,753
-56
| -0.3% | -$3.18K | 0.02% | 374 |
|
|
2022
Q1 | $1.3M | Sell |
19,809
-21
| -0.1% | -$1.44K | 0.02% | 343 |
|
|
2021
Q4 | $1.25M | Buy |
19,830
+45
| +0.2% | +$2.87K | 0.02% | 368 |
|
|
2021
Q3 | $1.22M | Buy |
+19,785
| New | +$1.09M | 0.02% | 335 |
|
|
2017
Q2 | – | Sell |
-8,212
| Closed | -$345K | – | 475 |
|
|
2017
Q1 | $345K | Sell |
8,212
-11
| -0.1% | -$478 | 0.02% | 307 |
|
|
2016
Q4 | $354K | Sell |
8,223
-3,718
| -31% | -$137K | 0.03% | 300 |
|
|
2016
Q3 | $370K | Buy |
11,941
+3,300
| +38% | +$93.7K | 0.03% | 302 |
|
|
2016
Q2 | $217K | Buy |
8,641
+27
| +0.3% | +$716 | 0.02% | 377 |
|
|
2016
Q1 | $209K | Buy |
8,614
+826
| +11% | +$19K | 0.02% | 379 |
|
|
2015
Q4 | $213K | Sell |
7,788
-244
| -3% | -$7.01K | 0.02% | 368 |
|
|
2015
Q3 | $221K | Sell |
8,032
-2,864
| -26% | -$84.9K | 0.02% | 385 |
|
|
2015
Q2 | $346K | Buy |
10,896
+93
| +0.9% | +$2.74K | 0.02% | 346 |
|
|
2015
Q1 | $292K | Sell |
10,803
-148
| -1% | -$3.87K | 0.02% | 380 |
|
|
2014
Q4 | $312K | Buy |
10,951
+2,118
| +24% | +$59.8K | 0.02% | 349 |
|
|
2014
Q3 | $257K | Buy |
8,833
+203
| +2% | +$5.89K | 0.02% | 323 |
|
|
2014
Q2 | $254K | Buy |
8,630
+508
| +6% | +$14.9K | 0.02% | 333 |
|
|
2014
Q1 | $252K | Buy |
8,122
+683
| +9% | +$20.8K | 0.03% | 334 |
|
|
2013
Q4 | $223K | Sell |
7,439
-1,406
| -16% | -$40.5K | 0.02% | 335 |
|
|
2013
Q3 | $243K | Buy |
8,845
+930
| +12% | +$27.1K | 0.03% | 283 |
|
|
2013
Q2 | $229K | Buy |
+7,915
| New | +$207K | 0.03% | 270 |
|
Other funds holding ZION
VPM
VCM
FMI
