Meritage Portfolio 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 | $769K | Buy |
14,803
+6,555
| +79% | +$340K | 0.05% | 208 |
|
|
2025
Q1 | $411K | Buy |
+8,248
| New | +$411K | 0.03% | 259 |
|
|
2020
Q1 | – | Sell |
-58,954
| Closed | -$3.06M | – | 249 |
|
|
2019
Q4 | $3.06M | Sell |
58,954
-879
| -1% | -$45.6K | 0.27% | 126 |
|
|
2019
Q3 | $2.66M | Buy |
59,833
+47,545
| +387% | +$2.12M | 0.25% | 145 |
|
|
2019
Q2 | $565K | Buy |
+12,288
| New | +$565K | 0.06% | 177 |
|