Capital Analysts 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	$1K	Buy	+16	New	+$943	﹤0.01%	1532
2023 Q1	–	Sell	-1,763	Closed	-$87K	–	1090
2022 Q4	$87K	Hold	1,763	–	–	0.01%	526
2022 Q3	$90K	Sell	1,763 -200	-10%	-$10.9K	0.01%	469
2022 Q2	$100K	Buy	1,963 +367	+23%	+$20.9K	0.01%	432
2022 Q1	$105K	Hold	1,596	–	–	0.01%	423
2021 Q4	$101K	Buy	1,596 +856	+116%	+$54.7K	0.01%	446
2021 Q3	$46K	Hold	740	–	–	﹤0.01%	588
2021 Q2	$39K	Hold	740	–	–	﹤0.01%	590
2021 Q1	$41K	Hold	740	–	–	﹤0.01%	611
2020 Q4	$32K	Sell	740 -424	-36%	-$15.7K	﹤0.01%	464
2020 Q3	$34K	Hold	1,164	–	–	﹤0.01%	459
2020 Q2	$40K	Hold	1,164	–	–	﹤0.01%	397
2020 Q1	$31K	Hold	1,164	–	–	﹤0.01%	395
2019 Q4	$60K	Hold	1,164	–	–	0.01%	375
2019 Q3	$51K	Hold	1,164	–	–	0.01%	381
2019 Q2	$54K	Hold	1,164	–	–	0.01%	361
2019 Q1	$52K	Buy	1,164 +585	+101%	+$27.9K	0.01%	341
2018 Q4	$24K	Buy	+579	New	+$27K	﹤0.01%	390