Americana Partners’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-27,469	Closed	-$951K	–	330
2023 Q3	$951K	Sell	27,469 -12,199	-31%	-$422K	0.1%	155
2023 Q2	$1.07M	Buy	+39,668	New	+$1.07M	0.14%	137
2020 Q1	–	Sell	-225	Closed	-$11K	–	509
2019 Q4	$11K	Buy	+225	New	+$11K	0.01%	423