Avaii Wealth Management’s Zions Bancorporation ZION Stock Holding History

Avaii Wealth Management’s Portfolio ZION Stock Details ZION Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$386K	Sell
2025 Q2	$356K	Buy
2025 Q1	$338K	Sell
2024 Q4	$470K	Sell
2024 Q3	$415K	Sell
2024 Q2	$398K	Sell
2024 Q1	$429K	Sell
2023 Q4	$452K	Sell
2023 Q3	$405K	Buy
2023 Q2	$300K	Buy