SCA
Sippican Capital Advisors’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
5,050
-200
| -4% | -$10.4K | 0.19% | 98 |
|
|
2025
Q1 | $262K | Hold |
5,250
| – | – | 0.2% | 96 |
|
|
2024
Q4 | $285K | Hold |
5,250
| – | – | 0.21% | 96 |
|
|
2024
Q3 | $248K | Sell |
5,250
-50
| -0.9% | -$2.36K | 0.17% | 102 |
|
|
2024
Q2 | $230K | Hold |
5,300
| – | – | 0.18% | 104 |
|
|
2024
Q1 | $230K | Sell |
5,300
-4,200
| -44% | -$182K | 0.18% | 103 |
|
|
2023
Q4 | $417K | Buy |
+9,500
| New | +$417K | 0.33% | 83 |
|
|
2023
Q1 | – | Sell |
-5,500
| Closed | -$270K | – | 103 |
|
|
2022
Q4 | $270K | Hold |
5,500
| – | – | 0.26% | 85 |
|
|
2022
Q3 | $280K | Hold |
5,500
| – | – | 0.29% | 83 |
|
|
2022
Q2 | $280K | Hold |
5,500
| – | – | 0.28% | 87 |
|
|
2022
Q1 | $361K | Hold |
5,500
| – | – | 0.3% | 84 |
|
|
2021
Q4 | $347K | Hold |
5,500
| – | – | 0.29% | 83 |
|
|
2021
Q3 | $340K | Sell |
5,500
-100
| -2% | -$6.18K | 0.29% | 89 |
|
|
2021
Q2 | $296K | Sell |
5,600
-100
| -2% | -$5.29K | 0.26% | 96 |
|
|
2021
Q1 | $313K | Hold |
5,700
| – | – | 0.29% | 89 |
|
|
2020
Q4 | $248K | Sell |
5,700
-6,800
| -54% | -$296K | 0.27% | 92 |
|
|
2020
Q3 | $365K | Buy |
12,500
+3,600
| +40% | +$105K | 0.45% | 70 |
|
|
2020
Q2 | $303K | Sell |
8,900
-400
| -4% | -$13.6K | 0.41% | 72 |
|
|
2020
Q1 | $249K | Hold |
9,300
| – | – | 0.41% | 75 |
|
|
2019
Q4 | $483K | Buy |
9,300
+400
| +4% | +$20.8K | 0.54% | 63 |
|
|
2019
Q3 | $396K | Hold |
8,900
| – | – | 0.48% | 72 |
|
|
2019
Q2 | $409K | Hold |
8,900
| – | – | 0.48% | 74 |
|
|
2019
Q1 | $404K | Sell |
8,900
-1,810
| -17% | -$82.2K | 0.48% | 71 |
|
|
2018
Q4 | $436K | Buy |
10,710
+3,600
| +51% | +$147K | 0.59% | 62 |
|
|
2018
Q3 | $358K | Sell |
7,110
-11,500
| -62% | -$579K | 0.41% | 78 |
|
|
2018
Q2 | $981K | Sell |
18,610
-2,700
| -13% | -$142K | 0.98% | 38 |
|
|
2018
Q1 | $1.12M | Sell |
21,310
-1,700
| -7% | -$89.7K | 1.17% | 35 |
|
|
2017
Q4 | $1.17M | Sell |
23,010
-375
| -2% | -$19.1K | 1.14% | 37 |
|
|
2017
Q3 | $1.1M | Sell |
23,385
-5,600
| -19% | -$264K | 1.13% | 39 |
|
|
2017
Q2 | $1.27M | Sell |
28,985
-200
| -0.7% | -$8.78K | 1.38% | 27 |
|
|
2017
Q1 | $1.23M | Sell |
29,185
-1,600
| -5% | -$67.2K | 1.3% | 31 |
|
|
2016
Q4 | $1.33M | Sell |
30,785
-2,000
| -6% | -$86.1K | 1.39% | 26 |
|
|
2016
Q3 | $1.02M | Sell |
32,785
-250
| -0.8% | -$7.76K | 1.16% | 32 |
|
|
2016
Q2 | $830K | Sell |
33,035
-6,382
| -16% | -$160K | 0.99% | 39 |
|
|
2016
Q1 | $954K | Sell |
39,417
-500
| -1% | -$12.1K | 1.21% | 32 |
|
|
2015
Q4 | $1.09M | Sell |
39,917
-1,000
| -2% | -$27.3K | 1.38% | 24 |
|
|
2015
Q3 | $1.13M | Sell |
40,917
-4,275
| -9% | -$118K | 1.43% | 25 |
|
|
2015
Q2 | $1.43M | Sell |
45,192
-3,475
| -7% | -$110K | 1.45% | 23 |
|
|
2015
Q1 | $1.31M | Sell |
48,667
-9,775
| -17% | -$264K | 1.34% | 25 |
|
|
2014
Q4 | $1.67M | Sell |
58,442
-466
| -0.8% | -$13.3K | 1.66% | 21 |
|
|
2014
Q3 | $1.71M | Buy |
+58,908
| New | +$1.71M | 1.74% | 18 |
|