Capital Advisors Ltd’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	$2K	Hold	29	–	–	﹤0.01%	1137
2025 Q4	$2K	Hold	29	–	–	﹤0.01%	1117
2025 Q3	$2K	Hold	29	–	–	﹤0.01%	1115
2025 Q2	$2K	Sell	29 -10	-26%	-$469	﹤0.01%	1120
2025 Q1	$2K	Hold	39	–	–	﹤0.01%	1106
2024 Q4	$2K	Hold	39	–	–	﹤0.01%	1128
2024 Q3	$2K	Hold	39	–	–	﹤0.01%	1122
2024 Q2	$2K	Sell	39 -2	-5%	-$84	﹤0.01%	1099
2024 Q1	$2K	Buy	41 +21	+105%	+$866	﹤0.01%	1095
2023 Q4	$1K	Hold	20	–	–	﹤0.01%	1248
2023 Q3	$1K	Hold	20	–	–	﹤0.01%	1239
2023 Q2	$1K	Buy	+20	New	+$555	﹤0.01%	1246
2023 Q1	–	Sell	-55	Closed	-$3K	–	1600
2022 Q4	$3K	Buy	55 +27	+96%	+$1.35K	﹤0.01%	810
2022 Q3	$1K	Buy	+28	New	+$1.53K	﹤0.01%	1163
2022 Q2	–	Sell	-7	Closed	–	–	1374
2022 Q1	$0	Buy	+7	New	+$479	﹤0.01%	1254