Avid Wealth Partners’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,639	Closed	-$252K	–	56
2024 Q4	$252K	Buy	4,639 +33	+0.7%	+$1.79K	0.18%	43
2024 Q3	$217K	Buy	+4,606	New	+$217K	0.15%	38