Atria Investments’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	$392K	Buy	6,806 +1,303	+24%	+$76.8K	﹤0.01%	1584
2025 Q4	$322K	Buy	5,503 +1,960	+55%	+$107K	﹤0.01%	1704
2025 Q3	$200K	Sell	3,543 -7,917	-69%	-$441K	﹤0.01%	1951
2025 Q2	$595K	Sell	11,460 -226	-2%	-$10.6K	0.01%	1324
2025 Q1	$583K	Buy	11,686 +2,211	+23%	+$119K	0.01%	1272
2024 Q4	$514K	Sell	9,475 -2,567	-21%	-$141K	0.01%	1312
2024 Q3	$569K	Sell	12,042 -2,447	-17%	-$116K	0.01%	1257
2024 Q2	$628K	Buy	+14,489	New	+$611K	0.01%	1189
2020 Q1	–	Sell	-13,883	Closed	-$721K	–	1220
2019 Q4	$721K	Buy	13,883 +9,382	+208%	+$455K	0.02%	658
2019 Q3	$200K	Sell	4,501 -3,530	-44%	-$153K	0.01%	850
2019 Q2	$323K	Sell	8,031 -7,944	-50%	-$368K	0.01%	717
2019 Q1	$725K	Buy	+15,975	New	+$762K	0.03%	433
2018 Q4	–	Sell	-9,103	Closed	-$457K	–	1028
2018 Q3	$457K	Sell	9,103 -971	-10%	-$51.3K	0.02%	617
2018 Q2	$531K	Buy	10,074 +401	+4%	+$22.1K	0.02%	554
2018 Q1	$510K	Buy	9,673 +1,074	+12%	+$57.8K	0.02%	506
2017 Q4	$437K	Buy	8,599 +922	+12%	+$44.2K	0.02%	520
2017 Q3	$362K	Buy	+7,677	New	+$342K	0.02%	543