O'Shaughnessy Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
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|
2025
Q1 | $991K | Sell |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $929K | Sell |
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|
2024
Q2 | $835K | Buy |
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|
2024
Q1 | $489K | Buy |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $740K | Sell |
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|
2022
Q3 | $821K | Buy |
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|
2022
Q2 | $775K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $916K | Sell |
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|
2021
Q3 | $982K | Buy |
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|
2021
Q2 | $810K | Sell |
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|
2021
Q1 | $843K | Buy |
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|
2020
Q4 | $665K | Buy |
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|
2020
Q3 | $244K | Buy |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | $144K | Buy |
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|
2019
Q4 | $111K | Buy |
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|
2019
Q3 | $3K | Buy |
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|
2019
Q2 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $41K | Sell |
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|
2018
Q3 | $64K | Sell |
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|
2018
Q2 | $82K | Hold |
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|
2018
Q1 | $82K | Sell |
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|
2017
Q4 | $8.61M | Sell |
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|
2017
Q3 | $10.1M | Sell |
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|
2017
Q2 | $9.62M | Buy |
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|
2017
Q1 | $8.14M | Buy |
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|
2016
Q4 | $3.93M | Buy |
|