Atlas Capital 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	$39.5K	Buy	686 +68	+11%	+$4.01K	﹤0.01%	683
2025 Q4	$36.2K	Buy	+618	New	+$33.7K	﹤0.01%	663
2022 Q4	–	Sell	-3,842	Closed	-$195K	–	960
2022 Q3	$195K	Sell	3,842 -487	-11%	-$26.6K	0.04%	346
2022 Q2	$220K	Sell	4,329 -390	-8%	-$22.2K	0.04%	353
2022 Q1	$309K	Buy	4,719 +117	+3%	+$8K	0.05%	285
2021 Q4	$291K	Hold	4,602	–	–	0.04%	302
2021 Q3	$285K	Hold	4,602	–	–	0.05%	293
2021 Q2	$243K	Buy	+4,602	New	+$258K	0.04%	328
2019 Q3	–	Sell	-3,144	Closed	-$145K	–	705
2019 Q2	$145K	Sell	3,144 -236	-7%	-$10.9K	0.05%	349
2019 Q1	$153K	Sell	3,380 -1,160	-26%	-$55.3K	0.06%	302
2018 Q4	$185K	Sell	4,540 -807	-15%	-$37.6K	0.07%	265
2018 Q3	$272K	Buy	5,347 +1,588	+42%	+$83.8K	0.09%	256
2018 Q2	$199K	Sell	3,759 -780	-17%	-$43K	0.07%	270
2018 Q1	$239K	Buy	+4,539	New	+$244K	0.07%	266