UBS AM’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 | $34.7M | Buy |
668,000
+163,140
| +32% | +$8.47M | 0.01% | 818 |
|
|
2025
Q1 | $25.2M | Buy |
504,860
+2,659
| +0.5% | +$133K | 0.01% | 865 |
|
|
2024
Q4 | $27.2M | Buy |
502,201
+71,795
| +17% | +$3.89M | 0.01% | 837 |
|
|
2024
Q3 | $20.3M | Buy |
430,406
+5,358
| +1% | +$253K | 0.01% | 943 |
|
|
2024
Q2 | $18.4M | Buy |
425,048
+147,811
| +53% | +$6.41M | 0.01% | 892 |
|
|
2024
Q1 | $12M | Sell |
277,237
-15,571
| -5% | -$676K | ﹤0.01% | 939 |
|
|
2023
Q4 | $12.8M | Buy |
292,808
+11,618
| +4% | +$510K | 0.01% | 906 |
|
|
2023
Q3 | $9.81M | Sell |
281,190
-83,584
| -23% | -$2.92M | ﹤0.01% | 960 |
|
|
2023
Q2 | $10.9M | Hold |
364,774
| – | – | 0.01% | 941 |
|
|
2023
Q1 | $10.9M | Buy |
364,774
+17,950
| +5% | +$537K | 0.01% | 941 |
|
|
2022
Q4 | $17M | Sell |
346,824
-16,578
| -5% | -$815K | 0.01% | 793 |
|
|
2022
Q3 | $18.5M | Sell |
363,402
-13,460
| -4% | -$685K | 0.01% | 780 |
|
|
2022
Q2 | $19.2M | Sell |
376,862
-12,772
| -3% | -$650K | 0.01% | 748 |
|
|
2022
Q1 | $25.5M | Buy |
389,634
+8,870
| +2% | +$582K | 0.01% | 775 |
|
|
2021
Q4 | $24M | Buy |
380,764
+11,624
| +3% | +$734K | 0.01% | 858 |
|
|
2021
Q3 | $22.8M | Buy |
369,140
+10,804
| +3% | +$669K | 0.01% | 834 |
|
|
2021
Q2 | $18.9M | Buy |
358,336
+6,238
| +2% | +$330K | 0.01% | 899 |
|
|
2021
Q1 | $19.4M | Buy |
352,098
+3,774
| +1% | +$207K | 0.01% | 870 |
|
|
2020
Q4 | $15.1M | Sell |
348,324
-348,065
| -50% | -$15.1M | 0.01% | 925 |
|
|
2020
Q3 | $20.3M | Buy |
696,389
+18,393
| +3% | +$537K | 0.01% | 755 |
|
|
2020
Q2 | $23.1M | Sell |
677,996
-92,684
| -12% | -$3.15M | 0.01% | 707 |
|
|
2020
Q1 | $20.6M | Buy |
770,680
+72,777
| +10% | +$1.95M | 0.01% | 665 |
|
|
2019
Q4 | $36.2M | Buy |
697,903
+3,914
| +0.6% | +$203K | 0.02% | 618 |
|
|
2019
Q3 | $30.9M | Sell |
693,989
-19,209
| -3% | -$855K | 0.02% | 653 |
|
|
2019
Q2 | $32.8M | Buy |
713,198
+73,795
| +12% | +$3.39M | 0.02% | 639 |
|
|
2019
Q1 | $29M | Buy |
639,403
+67
| +0% | +$3.04K | 0.02% | 653 |
|
|
2018
Q4 | $26M | Buy |
639,336
+3,897
| +0.6% | +$159K | 0.02% | 643 |
|
|
2018
Q3 | $31.9M | Sell |
635,439
-24,153
| -4% | -$1.21M | 0.02% | 631 |
|
|
2018
Q2 | $34.8M | Sell |
659,592
-41,815
| -6% | -$2.2M | 0.03% | 625 |
|
|
2018
Q1 | $37M | Buy |
701,407
+115,451
| +20% | +$6.09M | 0.03% | 594 |
|
|
2017
Q4 | $29.8M | Sell |
585,956
-1,700
| -0.3% | -$86.4K | 0.03% | 627 |
|
|
2017
Q3 | $27.7M | Buy |
587,656
+82,303
| +16% | +$3.88M | 0.03% | 651 |
|
|
2017
Q2 | $22.2M | Buy |
505,353
+343,749
| +213% | +$15.1M | 0.02% | 708 |
|
|
2017
Q1 | $6.79M | Buy |
161,604
+8,307
| +5% | +$349K | 0.01% | 969 |
|
|
2016
Q4 | $6.6M | Sell |
153,297
-99,767
| -39% | -$4.29M | 0.01% | 939 |
|
|
2016
Q3 | $7.85M | Buy |
253,064
+49,041
| +24% | +$1.52M | 0.01% | 933 |
|
|
2016
Q2 | $5.13M | Sell |
204,023
-43
| -0% | -$1.08K | 0.01% | 1012 |
|
|
2016
Q1 | $4.94M | Sell |
204,066
-18,734
| -8% | -$454K | 0.01% | 1028 |
|
|
2015
Q4 | $6.08M | Sell |
222,800
-57,899
| -21% | -$1.58M | 0.01% | 1003 |
|
|
2015
Q3 | $7.73M | Sell |
280,699
-31,869
| -10% | -$878K | 0.01% | 927 |
|
|
2015
Q2 | $9.92M | Buy |
312,568
+34,077
| +12% | +$1.08M | 0.01% | 890 |
|
|
2015
Q1 | $7.52M | Sell |
278,491
-21,094
| -7% | -$570K | 0.01% | 951 |
|
|
2014
Q4 | $8.54M | Sell |
299,585
-312,300
| -51% | -$8.9M | 0.01% | 912 |
|
|
2014
Q3 | $17.8M | Buy |
611,885
+322,041
| +111% | +$9.36M | 0.02% | 721 |
|
|
2014
Q2 | $8.54M | Buy |
289,844
+400
| +0.1% | +$11.8K | 0.01% | 900 |
|
|
2014
Q1 | $8.97M | Buy |
289,444
+13,222
| +5% | +$410K | 0.01% | 884 |
|
|
2013
Q4 | $8.28M | Sell |
276,222
-44,517
| -14% | -$1.33M | 0.01% | 877 |
|
|
2013
Q3 | $8.8M | Sell |
320,739
-32,650
| -9% | -$895K | 0.01% | 837 |
|
|
2013
Q2 | $10.2M | Buy |
+353,389
| New | +$10.2M | 0.01% | 757 |
|