Addison Advisors’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.54K	Hold	44	–	–	﹤0.01%	807
2025 Q4	$2.58K	Hold	44	–	–	﹤0.01%	769
2025 Q3	$2.49K	Sell	44 -714	-94%	-$39.7K	﹤0.01%	765
2025 Q2	$39.4K	Sell	758 -28	-4%	-$1.31K	0.01%	436
2025 Q1	$39.2K	Buy	786 +33	+4%	+$1.78K	0.01%	409
2024 Q4	$40.9K	Sell	753 -31	-4%	-$1.7K	0.01%	409
2024 Q3	$37K	Sell	784 -3	-0.4%	-$142	0.01%	431
2024 Q2	$34.1K	Buy	787 +63	+9%	+$2.66K	0.01%	417
2024 Q1	$31.4K	Buy	724 +80	+12%	+$3.3K	0.01%	411
2023 Q4	$28.3K	Buy	644 +222	+53%	+$8.02K	0.01%	419
2023 Q3	$14.7K	Buy	422 +67	+19%	+$2.34K	0.01%	453
2023 Q2	$9.54K	Buy	355 +16	+5%	+$444	﹤0.01%	482
2023 Q1	$10.1K	Buy	339 +144	+74%	+$6.59K	0.01%	458
2022 Q4	$9.59K	Sell	195 -92	-32%	-$4.6K	0.01%	446
2022 Q3	$15K	Buy	287 +174	+154%	+$9.52K	0.01%	397
2022 Q2	$6K	Sell	113 -60	-35%	-$3.41K	﹤0.01%	490
2022 Q1	$11K	Buy	173 +70	+68%	+$4.79K	0.01%	476
2021 Q4	$7K	Buy	103 +89	+636%	+$5.68K	﹤0.01%	449
2021 Q3	$1K	Buy	+14	New	+$769	﹤0.01%	437