Avantax Advisory Services’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,238	Closed	-$277K	–	1584
2023 Q1	$277K	Sell	9,238 -115	-1%	-$3.44K	﹤0.01%	1192
2022 Q4	$460K	Buy	9,353 +5,181	+124%	+$255K	0.01%	904
2022 Q3	$212K	Buy	+4,172	New	+$212K	﹤0.01%	1190