Zions Bancorporation’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.72K | Sell |
175
-475
| -73% | -$10.4K | ﹤0.01% | 734 |
|
|
2024
Q3 | $15.1K | Sell |
650
-380
| -37% | -$8.93K | ﹤0.01% | 554 |
|
|
2024
Q2 | $22.9K | Sell |
1,030
-490
| -32% | -$10.5K | ﹤0.01% | 524 |
|
|
2024
Q1 | $33.5K | Sell |
1,520
-120
| -7% | -$2.44K | ﹤0.01% | 479 |
|
|
2023
Q4 | $30.6K | Sell |
1,640
-5
| -0.3% | -$91 | ﹤0.01% | 474 |
|
|
2023
Q3 | $30.9K | Sell |
1,645
-20
| -1% | -$374 | ﹤0.01% | 445 |
|
|
2023
Q2 | $30.4K | Sell |
1,665
-30
| -2% | -$520 | ﹤0.01% | 461 |
|
|
2023
Q1 | $27.8K | Sell |
1,695
-330
| -16% | -$5.65K | ﹤0.01% | 490 |
|
|
2022
Q4 | $32.6K | Sell |
2,025
-25
| -1% | -$380 | ﹤0.01% | 497 |
|
|
2022
Q3 | $29K | Sell |
2,050
-270
| -12% | -$4.41K | ﹤0.01% | 494 |
|
|
2022
Q2 | $39K | Buy |
2,320
+15
| +0.7% | +$273 | ﹤0.01% | 499 |
|
|
2022
Q1 | $46K | Buy |
2,305
+120
| +5% | +$2.45K | ﹤0.01% | 525 |
|
|
2021
Q4 | $44K | Buy |
2,185
+135
| +7% | +$2.69K | ﹤0.01% | 478 |
|
|
2021
Q3 | $39K | Buy |
2,050
+125
| +6% | +$2.3K | ﹤0.01% | 484 |
|
|
2021
Q2 | $33K | Buy |
1,925
+10
| +0.5% | +$171 | ﹤0.01% | 483 |
|
|
2021
Q1 | $32K | Hold |
1,915
| – | – | ﹤0.01% | 478 |
|
|
2020
Q4 | $30K | Sell |
1,915
-110
| -5% | -$1.55K | ﹤0.01% | 482 |
|
|
2020
Q3 | $25K | Buy |
2,025
+100
| +5% | +$1.23K | ﹤0.01% | 498 |
|
|
2020
Q2 | $24K | Sell |
1,925
-285
| -13% | -$3.5K | ﹤0.01% | 462 |
|
|
2020
Q1 | $26K | Buy |
2,210
+40
| +2% | +$631 | ﹤0.01% | 404 |
|
|
2019
Q4 | $36K | Sell |
2,170
-115
| -5% | -$1.84K | 0.01% | 472 |
|
|
2019
Q3 | $34K | Sell |
2,285
-105
| -4% | -$1.57K | ﹤0.01% | 482 |
|
|
2019
Q2 | $36K | Sell |
2,390
-990
| -29% | -$14.2K | 0.01% | 439 |
|
|
2019
Q1 | $49K | Buy |
+3,380
| New | +$49.8K | 0.01% | 420 |
|
|
2018
Q4 | – | Sell |
-6,530
| Closed | -$106K | – | 633 |
|
|
2018
Q3 | $106K | Buy |
+6,530
| New | +$105K | 0.03% | 239 |
|
|
2018
Q2 | – | Sell |
-6,325
| Closed | -$114K | – | 579 |
|
|
2018
Q1 | $114K | Buy |
+6,325
| New | +$114K | 0.02% | 181 |
|
|
2017
Q4 | – | Sell |
-6,520
| Closed | -$105K | – | 792 |
|
|
2017
Q3 | $105K | Buy |
6,520
+6,250
| +2,315% | +$101K | 0.02% | 411 |
|
|
2017
Q2 | $4K | Sell |
270
-330
| -55% | -$5.16K | ﹤0.01% | 474 |
|
|
2017
Q1 | $8K | Sell |
600
-1,425
| -70% | -$22.1K | ﹤0.01% | 411 |
|
|
2016
Q4 | $31K | Buy |
2,025
+145
| +8% | +$2.23K | 0.01% | 303 |
|
|
2016
Q3 | $26K | Buy |
1,880
+5
| +0.3% | +$71 | ﹤0.01% | 328 |
|
|
2016
Q2 | $25K | Hold |
1,875
| – | – | ﹤0.01% | 294 |
|
|
2016
Q1 | $26K | Sell |
1,875
-135
| -7% | -$1.84K | ﹤0.01% | 334 |
|
|
2015
Q4 | $27K | Buy |
2,010
+285
| +17% | +$4.15K | ﹤0.01% | 301 |
|
|
2015
Q3 | $26K | Buy |
+1,725
| New | +$23.9K | ﹤0.01% | 303 |
|
|
2015
Q2 | – | Sell |
-1,725
| Closed | -$24K | – | 496 |
|
|
2015
Q1 | $24K | Buy |
+1,725
| New | +$22.6K | ﹤0.01% | 333 |
|
Other funds holding IX
TAM
TRSOTSOK
Zions Bancorporation's IX Position: Q4 2024 in Review
Zions Bancorporation reduced its ORIX (IX) stake by 73% in Q4 2024, selling an estimated $10.4K and leaving 175 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #734.
Zions Bancorporation first reported a position in IX in Q1 2015 and has held it in 36 quarters since. The position peaked at $114K in Q1 2018. 190 funds tracked by Wall St. Rank hold IX as of Q4 2024.
- Zions Bancorporation held 175 shares of ORIX worth $3.72K as of Q4 2024.
- Zions Bancorporation sold 475 ORIX shares in Q4 2024, an estimated $10.4K.
- ORIX made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #734 holding.
- Zions Bancorporation first reported a position in ORIX in Q1 2015 and has held it in 36 quarters since.
- Zions Bancorporation's ORIX position peaked at $114K in Q1 2018.
- 190 funds tracked by Wall St. Rank held ORIX as of Q4 2024.
Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.