Allworth Financial’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	$162K	Buy	2,817 +1,194	+74%	+$70.4K	﹤0.01%	1526
2025 Q4	$95K	Sell	1,623 -11	-0.7%	-$599	﹤0.01%	1787
2025 Q3	$92.4K	Buy	1,634 +58	+4%	+$3.23K	﹤0.01%	1731
2025 Q2	$81.9K	Buy	1,576 +32	+2%	+$1.5K	﹤0.01%	1653
2025 Q1	$69.9K	Sell	1,544 -4,756	-75%	-$256K	﹤0.01%	1393
2024 Q4	$366K	Sell	6,300 -456	-7%	-$25K	﹤0.01%	768
2024 Q3	$319K	Buy	6,756 +4	+0.1%	+$189	﹤0.01%	693
2024 Q2	$331K	Buy	6,752 +341	+5%	+$14.4K	﹤0.01%	665
2024 Q1	$278K	Buy	6,411 +69	+1%	+$2.85K	﹤0.01%	689
2023 Q4	$278K	Buy	6,342 +72	+1%	+$2.6K	﹤0.01%	650
2023 Q3	$219K	Buy	6,270 +73	+1%	+$2.54K	﹤0.01%	665
2023 Q2	$166K	Buy	6,197 +2,485	+67%	+$68.9K	﹤0.01%	744
2023 Q1	$111K	Buy	3,712 +2,754	+287%	+$126K	﹤0.01%	820
2022 Q4	$47.1K	Buy	958 +285	+42%	+$14.3K	﹤0.01%	1031
2022 Q3	$34K	Buy	673 +29	+5%	+$1.59K	﹤0.01%	1104
2022 Q2	$33K	Sell	644 -265	-29%	-$15.1K	﹤0.01%	1056
2022 Q1	$60K	Buy	909 +644	+243%	+$44.1K	﹤0.01%	843
2021 Q4	$17K	Hold	265	–	–	﹤0.01%	1192
2021 Q3	$16K	Buy	+265	New	+$14.6K	﹤0.01%	1108