Wellington Management Group’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 | $91.7M | Buy |
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|
2025
Q2 | $68.4M | Buy |
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|
2025
Q1 | $37M | Buy |
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|
2024
Q4 | $25.3M | Sell |
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|
2024
Q3 | $24.6M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $2.68M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $10.7M | Sell |
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|
2022
Q3 | $78.3M | Sell |
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|
2022
Q2 | $145M | Sell |
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|
2022
Q1 | $269M | Sell |
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|
2021
Q4 | $361M | Sell |
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|
2021
Q3 | $422M | Sell |
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|
2021
Q2 | $402M | Sell |
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|
2021
Q1 | $440M | Sell |
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|
2020
Q4 | $370M | Buy |
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|
2020
Q3 | $176M | Sell |
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|
2020
Q2 | $218M | Buy |
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|
2020
Q1 | $165M | Sell |
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|
2019
Q4 | $369M | Sell |
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|
2019
Q3 | $321M | Buy |
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|
2019
Q2 | $160M | Sell |
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|
2019
Q1 | $159M | Sell |
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|
2018
Q4 | $215M | Buy |
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|
2018
Q3 | $207M | Sell |
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|
2018
Q2 | $254M | Buy |
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|
2018
Q1 | $104M | Sell |
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|
2017
Q4 | $106M | Sell |
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|
2017
Q3 | $105M | Sell |
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|
2017
Q2 | $190M | Sell |
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|
2017
Q1 | $245M | Sell |
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|
2016
Q4 | $294M | Sell |
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|
2016
Q3 | $220M | Sell |
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|
2016
Q2 | $208M | Sell |
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|
2016
Q1 | $221M | Buy |
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|
2015
Q4 | $237M | Sell |
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|
2015
Q3 | $273M | Sell |
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|
2015
Q2 | $340M | Sell |
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|
2015
Q1 | $317M | Sell |
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|
2014
Q4 | $379M | Sell |
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|
2014
Q3 | $435M | Sell |
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|
2014
Q2 | $497M | Sell |
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|
2014
Q1 | $555M | Buy |
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|
2013
Q4 | $441M | Buy |
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|
2013
Q3 | $337M | Buy |
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|
2013
Q2 | $264M | Buy |
|