Shelton Capital 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
Q3 | $328K | Hold |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $342K | Hold |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $297K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $581K | Hold |
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|
2021
Q3 | $569K | Hold |
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|
2021
Q2 | $486K | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.19M | Sell |
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|
2017
Q4 | $5.87M | Buy |
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|
2017
Q3 | $3.34M | Buy |
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