Chicago Partners Investment Group’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	$1.09M	Buy	17,619 +3,917	+29%	+$231K	0.02%	505
2025 Q4	$810K	Buy	13,702 +2,752	+25%	+$150K	0.02%	531
2025 Q3	$572K	Buy	10,950 +2,463	+29%	+$137K	0.02%	627
2025 Q2	$480K	Buy	8,487 +1,100	+15%	+$51.6K	0.01%	619
2025 Q1	$335K	Buy	7,387 +2,135	+41%	+$115K	0.01%	648
2024 Q4	$288K	Buy	5,252 +343	+7%	+$18.8K	0.01%	675
2024 Q3	$255K	Buy	4,909 +450	+10%	+$21.3K	0.01%	675
2024 Q2	$231K	Buy	+4,459	New	+$188K	0.01%	677
2023 Q1	–	Sell	-4,097	Closed	-$224K	–	693
2022 Q4	$224K	Sell	4,097 -34	-0.8%	-$1.7K	0.01%	555
2022 Q3	$206K	Sell	4,131 -41	-1%	-$2.24K	0.01%	530
2022 Q2	$228K	Buy	4,172 +80	+2%	+$4.55K	0.02%	507
2022 Q1	$217K	Sell	4,092 -30	-0.7%	-$2.05K	0.02%	496
2021 Q4	$298K	Buy	4,122 +61	+2%	+$3.9K	0.02%	440
2021 Q3	$268K	Sell	4,061 -116	-3%	-$6.37K	0.02%	466
2021 Q2	$215K	Sell	4,177 -543	-12%	-$30.4K	0.02%	490
2021 Q1	$258K	Buy	4,720 +1	+0%	+$51	0.02%	435
2020 Q4	$227K	Buy	+4,719	New	+$174K	0.02%	417
2020 Q1	–	Sell	-4,698	Closed	-$238K	–	380
2019 Q4	$238K	Buy	4,698 +59	+1%	+$2.86K	0.03%	317
2019 Q3	$220K	Buy	4,639 +33	+0.7%	+$1.43K	0.03%	305
2019 Q2	$208K	Hold	4,606	–	–	0.03%	302
2019 Q1	$218K	Buy	+4,606	New	+$220K	0.03%	282