Beacon Investment Advisory Services’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 Q2	$892K	Buy	12,895 +1,448	+13%	+$91.3K	0.03%	145
2026 Q1	$660K	Buy	11,447 +1,994	+21%	+$117K	0.03%	167
2025 Q4	$553K	Buy	9,453 +548	+6%	+$29.8K	0.02%	168
2025 Q3	$504K	Buy	8,905 +3,710	+71%	+$206K	0.02%	175
2025 Q2	$270K	Sell	5,195 -349	-6%	-$16.4K	0.01%	219
2025 Q1	$276K	Sell	5,544 -6	-0.1%	-$323	0.01%	209
2024 Q4	$301K	Hold	5,550	–	–	0.01%	208
2024 Q3	$262K	Hold	5,550	–	–	0.01%	230
2024 Q2	$241K	Hold	5,550	–	–	0.01%	239
2024 Q1	$241K	Buy	5,550 +1	+0%	+$41	0.01%	243
2023 Q4	$243K	Buy	+5,549	New	+$200K	0.01%	239
2023 Q1	–	Sell	-5,595	Closed	-$275K	–	293
2022 Q4	$275K	Hold	5,595	–	–	0.01%	239
2022 Q3	$285K	Sell	5,595 -5	-0.1%	-$273	0.02%	237
2022 Q2	$285K	Sell	5,600 -13	-0.2%	-$739	0.01%	240
2022 Q1	$368K	Hold	5,613	–	–	0.02%	238
2021 Q4	$355K	Hold	5,613	–	–	0.01%	242
2021 Q3	$347K	Buy	5,613 +104	+2%	+$5.71K	0.01%	241
2021 Q2	$291K	Buy	5,509 +1	+0%	+$56	0.01%	266
2021 Q1	$303K	Hold	5,508	–	–	0.01%	251
2020 Q4	$239K	Buy	+5,508	New	+$204K	0.01%	253
2020 Q1	–	Sell	-5,710	Closed	-$296K	–	254
2019 Q4	$296K	Sell	5,710 -931	-14%	-$45.2K	0.02%	218
2019 Q3	$296K	Sell	6,641 -37	-0.6%	-$1.6K	0.03%	200
2019 Q2	$307K	Buy	6,678 +1	+0%	+$46	0.03%	187
2019 Q1	$303K	Sell	6,677 -36	-0.5%	-$1.72K	0.03%	192
2018 Q4	$273K	Buy	6,713 +31	+0.5%	+$1.45K	0.03%	217
2018 Q3	$335K	Hold	6,682	–	–	0.03%	209
2018 Q2	$352K	Sell	6,682 -28	-0.4%	-$1.54K	0.04%	196
2018 Q1	$354K	Buy	6,710 +121	+2%	+$6.51K	0.04%	191
2017 Q4	$335K	Sell	6,589 -2,412	-27%	-$116K	0.04%	192
2017 Q3	$425K	Buy	+9,001	New	+$401K	0.04%	194

Other funds holding ZION