Axxcess Wealth Management’s Zions Bancorporation ZION Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-14,106	Closed	-$612K	–	962
2024 Q1	$612K	Buy	14,106 +7,006	+99%	+$304K	0.02%	486
2023 Q4	$311K	Sell	7,100 -5,300	-43%	-$233K	0.01%	630
2023 Q3	$433K	Buy	+12,400	New	+$433K	0.01%	507