Bogart Wealth LLC’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	$33.1K	Sell	574 -3,277	-85%	-$193K	﹤0.01%	601
2025 Q4	$225K	Buy	3,851 +3,528	+1,092%	+$192K	0.01%	244
2025 Q3	$18.3K	Hold	323	–	–	﹤0.01%	691
2025 Q2	$16.8K	Hold	323	–	–	﹤0.01%	674
2025 Q1	$16.1K	Hold	323	–	–	﹤0.01%	638
2024 Q4	$17.5K	Hold	323	–	–	﹤0.01%	614
2024 Q3	$15.3K	Hold	323	–	–	﹤0.01%	598
2024 Q2	$14K	Hold	323	–	–	﹤0.01%	599
2024 Q1	$14K	Hold	323	–	–	﹤0.01%	588
2023 Q4	$14.2K	Hold	323	–	–	﹤0.01%	566
2023 Q3	$11.3K	Sell	323 -150	-32%	-$5.23K	﹤0.01%	569
2023 Q2	$12.7K	Buy	473 +150	+46%	+$4.16K	﹤0.01%	543
2023 Q1	$9.67K	Hold	323	–	–	﹤0.01%	597
2022 Q4	$15.9K	Hold	323	–	–	﹤0.01%	465
2022 Q3	$16K	Hold	323	–	–	﹤0.01%	469
2022 Q2	$16K	Hold	323	–	–	﹤0.01%	457
2022 Q1	$21K	Hold	323	–	–	﹤0.01%	383
2021 Q4	$20K	Hold	323	–	–	﹤0.01%	375
2021 Q3	$20K	Hold	323	–	–	﹤0.01%	362
2021 Q2	$17K	Hold	323	–	–	﹤0.01%	367
2021 Q1	$18K	Buy	+323	New	+$16.6K	﹤0.01%	342