Shelton Capital 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 | $301K | Sell |
5,797
-167
| -3% | -$8.67K | 0.01% | 487 |
|
|
2025
Q1 | $297K | Sell |
5,964
-332
| -5% | -$16.6K | 0.01% | 469 |
|
|
2024
Q4 | $342K | Hold |
6,296
| – | – | 0.01% | 452 |
|
|
2024
Q3 | $297K | Sell |
6,296
-240
| -4% | -$11.3K | 0.01% | 505 |
|
|
2024
Q2 | $283K | Sell |
6,536
-299
| -4% | -$13K | 0.01% | 501 |
|
|
2024
Q1 | $297K | Buy |
+6,835
| New | +$297K | 0.01% | 528 |
|
|
2022
Q1 | – | Sell |
-9,194
| Closed | -$581K | – | 865 |
|
|
2021
Q4 | $581K | Hold |
9,194
| – | – | 0.02% | 332 |
|
|
2021
Q3 | $569K | Hold |
9,194
| – | – | 0.02% | 330 |
|
|
2021
Q2 | $486K | Sell |
9,194
-9,194
| -50% | -$486K | 0.02% | 383 |
|
|
2021
Q1 | $1.01M | Buy |
+18,388
| New | +$1.01M | 0.04% | 286 |
|
|
2018
Q2 | – | Sell |
-41,526
| Closed | -$2.19M | – | 887 |
|
|
2018
Q1 | $2.19M | Sell |
41,526
-74,000
| -64% | -$3.9M | 0.14% | 140 |
|
|
2017
Q4 | $5.87M | Buy |
115,526
+44,800
| +63% | +$2.28M | 0.38% | 56 |
|
|
2017
Q3 | $3.34M | Buy |
+70,726
| New | +$3.34M | 0.23% | 102 |
|