Mercer Global Advisors’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 | $473K | Sell |
9,093
-2,688
| -23% | -$140K | ﹤0.01% | 1564 |
|
|
2025
Q1 | $586K | Buy |
11,781
+7,330
| +165% | +$365K | ﹤0.01% | 1377 |
|
|
2024
Q4 | $241K | Buy |
+4,451
| New | +$241K | ﹤0.01% | 1868 |
|
|
2022
Q4 | – | Sell |
-6,672
| Closed | -$339K | – | 2002 |
|
|
2022
Q3 | $339K | Sell |
6,672
-6,333
| -49% | -$322K | ﹤0.01% | 1340 |
|
|
2022
Q2 | $662K | Buy |
13,005
+5,047
| +63% | +$257K | ﹤0.01% | 1012 |
|
|
2022
Q1 | $522K | Buy |
7,958
+1,340
| +20% | +$87.9K | ﹤0.01% | 1207 |
|
|
2021
Q4 | $418K | Buy |
+6,618
| New | +$418K | ﹤0.01% | 1299 |
|
|
2021
Q2 | – | Sell |
-12,633
| Closed | -$694K | – | 1747 |
|
|
2021
Q1 | $694K | Buy |
+12,633
| New | +$694K | 0.01% | 934 |
|
|
2020
Q1 | – | Sell |
-29,216
| Closed | -$1.52M | – | 1271 |
|
|
2019
Q4 | $1.52M | Buy |
29,216
+4,304
| +17% | +$223K | 0.03% | 409 |
|
|
2019
Q3 | $1.11M | Buy |
24,912
+7,015
| +39% | +$312K | 0.03% | 456 |
|
|
2019
Q2 | $823K | Buy |
17,897
+2,595
| +17% | +$119K | 0.02% | 513 |
|
|
2019
Q1 | $695K | Buy |
+15,302
| New | +$695K | 0.03% | 525 |
|