Mutual Advisors’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 | – | Sell |
-3,606
| Closed | -$211K | – | 1398 |
|
|
2025
Q4 | $211K | Buy |
+3,606
| New | +$196K | ﹤0.01% | 1235 |
|
|
2025
Q3 | – | Sell |
-3,614
| Closed | -$200K | – | 1346 |
|
|
2025
Q2 | $200K | Buy |
+3,614
| New | +$170K | 0.01% | 1134 |
|
|
2024
Q3 | – | Sell |
-6,888
| Closed | -$357K | – | 1172 |
|
|
2024
Q2 | $357K | Sell |
6,888
-505
| -7% | -$21.3K | 0.01% | 828 |
|
|
2024
Q1 | $321K | Sell |
7,393
-376
| -5% | -$15.5K | 0.01% | 841 |
|
|
2023
Q4 | $341K | Sell |
7,769
-726
| -9% | -$26.2K | 0.01% | 781 |
|
|
2023
Q3 | $296K | Sell |
8,495
-82
| -1% | -$2.86K | 0.01% | 781 |
|
|
2023
Q2 | $230K | Buy |
8,577
+365
| +4% | +$10.1K | 0.01% | 899 |
|
|
2023
Q1 | $246K | Buy |
8,212
+905
| +12% | +$41.4K | 0.01% | 843 |
|
|
2022
Q4 | $359K | Sell |
7,307
-1,629
| -18% | -$81.5K | 0.02% | 693 |
|
|
2022
Q3 | $454K | Buy |
8,936
+133
| +2% | +$7.27K | 0.02% | 585 |
|
|
2022
Q2 | $448K | Buy |
8,803
+31
| +0.4% | +$1.76K | 0.03% | 564 |
|
|
2022
Q1 | $575K | Buy |
8,772
+124
| +1% | +$8.48K | 0.03% | 540 |
|
|
2021
Q4 | $546K | Sell |
8,648
-279
| -3% | -$17.8K | 0.03% | 555 |
|
|
2021
Q3 | $552K | Buy |
8,927
+32
| +0.4% | +$1.76K | 0.03% | 516 |
|
|
2021
Q2 | $470K | Sell |
8,895
-1,035
| -10% | -$58K | 0.03% | 546 |
|
|
2021
Q1 | $546K | Buy |
9,930
+128
| +1% | +$6.59K | 0.04% | 463 |
|
|
2020
Q4 | $426K | Buy |
9,802
+253
| +3% | +$9.36K | 0.03% | 507 |
|
|
2020
Q3 | $279K | Buy |
9,549
+165
| +2% | +$5.32K | 0.02% | 558 |
|
|
2020
Q2 | $319K | Sell |
9,384
-15
| -0.2% | -$475 | 0.03% | 494 |
|
|
2020
Q1 | $252K | Buy |
9,399
+108
| +1% | +$4.45K | 0.03% | 440 |
|
|
2019
Q4 | $482K | Sell |
9,291
-79
| -0.8% | -$3.83K | 0.05% | 349 |
|
|
2019
Q3 | $417K | Buy |
9,370
+53
| +0.6% | +$2.29K | 0.06% | 342 |
|
|
2019
Q2 | $428K | Buy |
9,317
+41
| +0.4% | +$1.9K | 0.06% | 354 |
|
|
2019
Q1 | $421K | Buy |
9,276
+52
| +0.6% | +$2.48K | 0.06% | 297 |
|
|
2018
Q4 | $376K | Sell |
9,224
-107
| -1% | -$4.99K | 0.07% | 276 |
|
|
2018
Q3 | $468K | Buy |
9,331
+35
| +0.4% | +$1.85K | 0.07% | 291 |
|
|
2018
Q2 | $490K | Sell |
9,296
-68
| -0.7% | -$3.75K | 0.11% | 246 |
|
|
2018
Q1 | $494K | Buy |
9,364
+23
| +0.2% | +$1.24K | 0.13% | 238 |
|
|
2017
Q4 | $475K | Buy |
+9,341
| New | +$447K | 0.18% | 161 |
|
Other funds holding ZION
VPM
VCM
FMI
