Nisa Investment 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 | $2.33M | Buy |
40,441
+299
| +0.7% | +$17.6K | 0.01% | 566 |
|
|
2025
Q4 | $2.35M | Sell |
40,142
-7,200
| -15% | -$392K | 0.01% | 589 |
|
|
2025
Q3 | $2.68M | Hold |
47,342
| – | – | 0.01% | 568 |
|
|
2025
Q2 | $2.46M | Buy |
47,342
+85
| +0.2% | +$3.99K | 0.01% | 583 |
|
|
2025
Q1 | $2.36M | Sell |
47,257
-7,744
| -14% | -$417K | 0.01% | 590 |
|
|
2024
Q4 | $2.98M | Buy |
55,001
+4
| +0% | +$219 | 0.01% | 566 |
|
|
2024
Q3 | $2.6M | Sell |
54,997
-3,916
| -7% | -$185K | 0.02% | 597 |
|
|
2024
Q2 | $2.56M | Sell |
58,913
-5,370
| -8% | -$227K | 0.02% | 610 |
|
|
2024
Q1 | $2.79M | Buy |
64,283
+4,513
| +8% | +$186K | 0.02% | 597 |
|
|
2023
Q4 | $2.62M | Sell |
59,770
-3,897
| -6% | -$141K | 0.02% | 576 |
|
|
2023
Q3 | $2.22M | Buy |
63,667
+10,582
| +20% | +$369K | 0.02% | 634 |
|
|
2023
Q2 | $1.43M | Sell |
53,085
-16,592
| -24% | -$460K | 0.01% | 778 |
|
|
2023
Q1 | $2.08M | Buy |
69,677
+19,294
| +38% | +$883K | 0.02% | 656 |
|
|
2022
Q4 | $2.48M | Buy |
50,383
+3,001
| +6% | +$150K | 0.02% | 669 |
|
|
2022
Q3 | $2.41M | Buy |
47,382
+435
| +0.9% | +$23.8K | 0.02% | 579 |
|
|
2022
Q2 | $2.39M | Hold |
46,947
| – | – | 0.02% | 588 |
|
|
2022
Q1 | $3.08M | Hold |
46,947
| – | – | 0.02% | 545 |
|
|
2021
Q4 | $3.18M | Sell |
46,947
-6,985
| -13% | -$446K | 0.02% | 508 |
|
|
2021
Q3 | $3.34K | Hold |
53,932
| – | – | 0.02% | 567 |
|
|
2021
Q2 | $2.85K | Sell |
53,932
-10,370
| -16% | -$581K | 0.02% | 622 |
|
|
2021
Q1 | $3.53K | Sell |
64,302
-255,067
| -80% | -$13.1M | 0.02% | 551 |
|
|
2020
Q4 | $13.9M | Buy |
319,369
+255,067
| +397% | +$9.43M | 0.09% | 219 |
|
|
2020
Q3 | $1.88M | Sell |
64,302
-500
| -0.8% | -$16.1K | 0.02% | 619 |
|
|
2020
Q2 | $2.2M | Hold |
64,802
| – | – | 0.02% | 564 |
|
|
2020
Q1 | $1.73M | Buy |
64,802
+8,810
| +16% | +$363K | 0.02% | 568 |
|
|
2019
Q4 | $2.91M | Hold |
55,992
| – | – | 0.02% | 524 |
|
|
2019
Q3 | $2.49M | Sell |
55,992
-11,644
| -17% | -$503K | 0.02% | 565 |
|
|
2019
Q2 | $3.11M | Buy |
67,636
+11,644
| +21% | +$539K | 0.03% | 497 |
|
|
2019
Q1 | $2.54M | Hold |
55,992
| – | – | 0.02% | 552 |
|
|
2018
Q4 | $2.28M | Sell |
55,992
-10
| -0% | -$466 | 0.03% | 540 |
|
|
2018
Q3 | $2.81M | Sell |
56,002
-40
| -0.1% | -$2.11K | 0.03% | 533 |
|
|
2018
Q2 | $2.95M | Sell |
56,042
-360
| -0.6% | -$19.9K | 0.03% | 489 |
|
|
2018
Q1 | $3M | Hold |
56,402
| – | – | 0.03% | 483 |
|
|
2017
Q4 | $2.87M | Sell |
56,402
-300
| -0.5% | -$14.4K | 0.03% | 502 |
|
|
2017
Q3 | $2.67M | Sell |
56,702
-1,230
| -2% | -$54.7K | 0.03% | 503 |
|
|
2017
Q2 | $2.5M | Sell |
57,932
-400
| -0.7% | -$16.5K | 0.03% | 523 |
|
|
2017
Q1 | $2.45M | Sell |
58,332
-430
| -0.7% | -$18.7K | 0.03% | 540 |
|
|
2016
Q4 | $2.53M | Sell |
58,762
-5,750
| -9% | -$212K | 0.03% | 527 |
|
|
2016
Q3 | $2M | Buy |
64,512
+800
| +1% | +$22.7K | 0.03% | 584 |
|
|
2016
Q2 | $1.6M | Buy |
63,712
+4,515
| +8% | +$120K | 0.02% | 617 |
|
|
2016
Q1 | $1.43M | Buy |
59,197
+7,200
| +14% | +$166K | 0.02% | 637 |
|
|
2015
Q4 | $1.42M | Sell |
51,997
-5,000
| -9% | -$144K | 0.02% | 635 |
|
|
2015
Q3 | $1.59M | Sell |
56,997
-1,000
| -2% | -$29.6K | 0.02% | 598 |
|
|
2015
Q2 | $1.84M | Sell |
57,997
-3,000
| -5% | -$88.3K | 0.03% | 597 |
|
|
2015
Q1 | $1.65M | Hold |
60,997
| – | – | 0.02% | 635 |
|
|
2014
Q4 | $1.74M | Sell |
60,997
-3,200
| -5% | -$90.3K | 0.02% | 621 |
|
|
2014
Q3 | $1.87M | Sell |
64,197
-2,350
| -4% | -$68.2K | 0.03% | 583 |
|
|
2014
Q2 | $1.96M | Buy |
66,547
+200
| +0.3% | +$5.88K | 0.03% | 586 |
|
|
2014
Q1 | $2.06M | Buy |
66,347
+2,900
| +5% | +$88.1K | 0.03% | 549 |
|
|
2013
Q4 | $1.9M | Sell |
63,447
-5,100
| -7% | -$147K | 0.03% | 568 |
|
|
2013
Q3 | $1.88M | Sell |
68,547
-200
| -0.3% | -$5.84K | 0.03% | 548 |
|
|
2013
Q2 | $1.99M | Buy |
+68,747
| New | +$1.8M | 0.03% | 517 |
|
Other funds holding ZION
VPM
VCM
FMI
