Wellington Management Group’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 | $68.4M | Buy |
1,317,617
+575,101
| +77% | +$29.9M | 0.01% | 616 |
|
|
2025
Q1 | $37M | Buy |
742,516
+276,178
| +59% | +$13.8M | 0.01% | 778 |
|
|
2024
Q4 | $25.3M | Sell |
466,338
-55,630
| -11% | -$3.02M | ﹤0.01% | 901 |
|
|
2024
Q3 | $24.6M | Buy |
+521,968
| New | +$24.6M | ﹤0.01% | 899 |
|
|
2024
Q1 | – | Sell |
-37,847
| Closed | -$1.66M | – | 1972 |
|
|
2023
Q4 | $1.66M | Sell |
37,847
-13,918
| -27% | -$611K | ﹤0.01% | 1523 |
|
|
2023
Q3 | $1.81M | Sell |
51,765
-47,897
| -48% | -$1.67M | ﹤0.01% | 1491 |
|
|
2023
Q2 | $2.68M | Buy |
+99,662
| New | +$2.68M | ﹤0.01% | 1420 |
|
|
2023
Q1 | – | Sell |
-217,114
| Closed | -$10.7M | – | 2115 |
|
|
2022
Q4 | $10.7M | Sell |
217,114
-1,322,241
| -86% | -$65M | ﹤0.01% | 1072 |
|
|
2022
Q3 | $78.3M | Sell |
1,539,355
-1,302,217
| -46% | -$66.2M | 0.02% | 573 |
|
|
2022
Q2 | $145M | Sell |
2,841,572
-1,263,375
| -31% | -$64.3M | 0.03% | 454 |
|
|
2022
Q1 | $269M | Sell |
4,104,947
-1,604,508
| -28% | -$105M | 0.05% | 345 |
|
|
2021
Q4 | $361M | Sell |
5,709,455
-1,114,453
| -16% | -$70.4M | 0.06% | 296 |
|
|
2021
Q3 | $422M | Sell |
6,823,908
-782,522
| -10% | -$48.4M | 0.07% | 258 |
|
|
2021
Q2 | $402M | Sell |
7,606,430
-402,399
| -5% | -$21.3M | 0.07% | 273 |
|
|
2021
Q1 | $440M | Sell |
8,008,829
-511,443
| -6% | -$28.1M | 0.08% | 248 |
|
|
2020
Q4 | $370M | Buy |
8,520,272
+2,484,428
| +41% | +$108M | 0.07% | 270 |
|
|
2020
Q3 | $176M | Sell |
6,035,844
-388,934
| -6% | -$11.4M | 0.04% | 400 |
|
|
2020
Q2 | $218M | Buy |
6,424,778
+268,220
| +4% | +$9.12M | 0.05% | 334 |
|
|
2020
Q1 | $165M | Sell |
6,156,558
-957,587
| -13% | -$25.6M | 0.04% | 341 |
|
|
2019
Q4 | $369M | Sell |
7,114,145
-103,770
| -1% | -$5.39M | 0.08% | 252 |
|
|
2019
Q3 | $321M | Buy |
7,217,915
+3,743,862
| +108% | +$167M | 0.07% | 263 |
|
|
2019
Q2 | $160M | Sell |
3,474,053
-17,679
| -0.5% | -$813K | 0.04% | 429 |
|
|
2019
Q1 | $159M | Sell |
3,491,732
-1,791,381
| -34% | -$81.3M | 0.04% | 425 |
|
|
2018
Q4 | $215M | Buy |
5,283,113
+1,146,732
| +28% | +$46.7M | 0.05% | 320 |
|
|
2018
Q3 | $207M | Sell |
4,136,381
-688,865
| -14% | -$34.5M | 0.04% | 378 |
|
|
2018
Q2 | $254M | Buy |
4,825,246
+2,849,871
| +144% | +$150M | 0.06% | 318 |
|
|
2018
Q1 | $104M | Sell |
1,975,375
-114,534
| -5% | -$6.04M | 0.02% | 564 |
|
|
2017
Q4 | $106M | Sell |
2,089,909
-145,337
| -7% | -$7.39M | 0.02% | 551 |
|
|
2017
Q3 | $105M | Sell |
2,235,246
-2,099,153
| -48% | -$99M | 0.02% | 531 |
|
|
2017
Q2 | $190M | Sell |
4,334,399
-1,497,412
| -26% | -$65.8M | 0.04% | 346 |
|
|
2017
Q1 | $245M | Sell |
5,831,811
-1,005,643
| -15% | -$42.2M | 0.06% | 293 |
|
|
2016
Q4 | $294M | Sell |
6,837,454
-268,412
| -4% | -$11.6M | 0.07% | 242 |
|
|
2016
Q3 | $220M | Sell |
7,105,866
-1,167,456
| -14% | -$36.2M | 0.06% | 300 |
|
|
2016
Q2 | $208M | Sell |
8,273,322
-842,282
| -9% | -$21.2M | 0.05% | 304 |
|
|
2016
Q1 | $221M | Buy |
9,115,604
+429,375
| +5% | +$10.4M | 0.06% | 293 |
|
|
2015
Q4 | $237M | Sell |
8,686,229
-1,223,498
| -12% | -$33.4M | 0.06% | 283 |
|
|
2015
Q3 | $273M | Sell |
9,909,727
-803,450
| -7% | -$22.1M | 0.08% | 241 |
|
|
2015
Q2 | $340M | Sell |
10,713,177
-1,041,374
| -9% | -$33M | 0.09% | 224 |
|
|
2015
Q1 | $317M | Sell |
11,754,551
-1,535,429
| -12% | -$41.5M | 0.08% | 243 |
|
|
2014
Q4 | $379M | Sell |
13,289,980
-1,694,547
| -11% | -$48.3M | 0.1% | 203 |
|
|
2014
Q3 | $435M | Sell |
14,984,527
-1,879,306
| -11% | -$54.6M | 0.12% | 181 |
|
|
2014
Q2 | $497M | Sell |
16,863,833
-1,062,065
| -6% | -$31.3M | 0.13% | 169 |
|
|
2014
Q1 | $555M | Buy |
17,925,898
+3,214,729
| +22% | +$99.6M | 0.15% | 148 |
|
|
2013
Q4 | $441M | Buy |
14,711,169
+2,420,631
| +20% | +$72.5M | 0.13% | 186 |
|
|
2013
Q3 | $337M | Buy |
12,290,538
+3,137,231
| +34% | +$86M | 0.11% | 217 |
|
|
2013
Q2 | $264M | Buy |
+9,153,307
| New | +$264M | 0.09% | 253 |
|