Charles Schwab Trust’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13,000	Closed	-$564K	–	162
2024 Q1	$564K	Hold	13,000	–	–	0.05%	104
2023 Q4	$570K	Hold	13,000	–	–	0.06%	114
2023 Q3	$454K	Hold	13,000	–	–	0.05%	123
2023 Q2	$355K	Buy	+13,000	New	+$355K	0.04%	112