Bell Investment Advisors’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 Q1	$7.03K	Hold	122	–	–	﹤0.01%	821
2025 Q4	$7.14K	Hold	122	–	–	﹤0.01%	828
2025 Q3	$6.9K	Hold	122	–	–	﹤0.01%	779
2025 Q2	$6.34K	Sell	122 -4	-3%	-$188	﹤0.01%	877
2025 Q1	$6.28K	Buy	126 +15	+14%	+$808	﹤0.01%	808
2024 Q4	$6.02K	Hold	111	–	–	﹤0.01%	841
2024 Q3	$5.24K	Sell	111 -28	-20%	-$1.33K	﹤0.01%	910
2024 Q2	$6.03K	Hold	139	–	–	﹤0.01%	833
2024 Q1	$6.03K	Hold	139	–	–	﹤0.01%	825
2023 Q4	$6.1K	Sell	139 -34	-20%	-$1.23K	﹤0.01%	771
2023 Q3	$6.04K	Sell	173 -33	-16%	-$1.15K	﹤0.01%	714
2023 Q2	$5.53K	Buy	206 +48	+30%	+$1.33K	﹤0.01%	770
2023 Q1	$4.73K	Buy	158 +59	+60%	+$2.7K	﹤0.01%	818
2022 Q4	$4.87K	Sell	99 -29	-23%	-$1.45K	﹤0.01%	824
2022 Q3	$7K	Hold	128	–	–	﹤0.01%	561
2022 Q2	$7K	Buy	+128	New	+$7.28K	﹤0.01%	583
2021 Q4	$8K	Hold	131	–	–	﹤0.01%	583
2021 Q3	$8K	Buy	+131	New	+$7.2K	﹤0.01%	546