Calamos Wealth Management’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-8,713	Closed	-$296K	–	270
2020 Q2	$296K	Sell	8,713 -1,462	-14%	-$46.3K	0.04%	227
2020 Q1	$272K	Sell	10,175 -90,380	-90%	-$3.72M	0.04%	208
2019 Q4	$5.22M	Buy	100,555 +2,010	+2%	+$97.6K	0.62%	49
2019 Q3	$4.39M	Sell	98,545 -34,327	-26%	-$1.48M	0.59%	50
2019 Q2	$6.11M	Buy	132,872 +3,466	+3%	+$160K	0.82%	33
2019 Q1	$5.88M	Buy	129,406 +51,572	+66%	+$2.46M	0.84%	30
2018 Q4	$3.17M	Buy	+77,834	New	+$3.63M	0.48%	58
2014 Q4	–	Sell	-28,573	Closed	-$830K	–	230
2014 Q3	$830K	Sell	28,573 -885	-3%	-$25.7K	0.24%	138
2014 Q2	$868K	Sell	29,458 -45,317	-61%	-$1.33M	0.25%	135
2014 Q1	$2.32M	Buy	+74,775	New	+$2.27M	0.69%	44