Benjamin F. Edwards & Company’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-55	Closed	-$2K	–	1858
2023 Q1	$2K	Hold	55	–	–	﹤0.01%	1702
2022 Q4	$3K	Hold	55	–	–	﹤0.01%	1700
2022 Q3	$3K	Hold	55	–	–	﹤0.01%	1682
2022 Q2	$3K	Hold	55	–	–	﹤0.01%	1656
2022 Q1	$4K	Hold	55	–	–	﹤0.01%	1588
2021 Q4	$3K	Hold	55	–	–	﹤0.01%	1615
2021 Q3	$3K	Hold	55	–	–	﹤0.01%	1614
2021 Q2	$3K	Hold	55	–	–	﹤0.01%	1602
2021 Q1	$3K	Hold	55	–	–	﹤0.01%	1595
2020 Q4	$2K	Hold	55	–	–	﹤0.01%	1551
2020 Q3	$2K	Hold	55	–	–	﹤0.01%	1602
2020 Q2	$2K	Hold	55	–	–	﹤0.01%	1601
2020 Q1	$1K	Hold	55	–	–	﹤0.01%	1678
2019 Q4	$3K	Hold	55	–	–	﹤0.01%	1743
2019 Q3	$2K	Sell	55 -108	-66%	-$4.67K	﹤0.01%	1772
2019 Q2	$7K	Buy	+163	New	+$7.54K	﹤0.01%	1538
2018 Q4	–	Sell	-128	Closed	-$6K	–	1778
2018 Q3	$6K	Buy	128 +1	+0.8%	+$53	﹤0.01%	1395
2018 Q2	$7K	Buy	127 +1	+0.8%	+$55	﹤0.01%	1363
2018 Q1	$7K	Sell	126 -6	-5%	-$323	﹤0.01%	1356
2017 Q4	$7K	Buy	+132	New	+$6.32K	﹤0.01%	1297