CIBC World Market’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,117	Closed	-$202K	–	1366
2022 Q4	$202K	Hold	4,117	–	–	﹤0.01%	1166
2022 Q3	$209K	Sell	4,117 -6	-0.1%	-$328	﹤0.01%	1128
2022 Q2	$210K	Buy	+4,123	New	+$234K	﹤0.01%	1141
2020 Q4	–	Sell	-17,413	Closed	-$509K	–	1346
2020 Q3	$509K	Sell	17,413 -752	-4%	-$24.2K	﹤0.01%	814
2020 Q2	$618K	Sell	18,165 -21,314	-54%	-$675K	﹤0.01%	740
2020 Q1	$1.06M	Buy	39,479 +13,332	+51%	+$549K	0.01%	533
2019 Q4	$1.36M	Sell	26,147 -1,139	-4%	-$55.3K	0.01%	589
2019 Q3	$1.22M	Buy	27,286 +1,503	+6%	+$65K	0.01%	586
2019 Q2	$1.19M	Buy	25,783 +6,793	+36%	+$314K	0.01%	606
2019 Q1	$862K	Buy	18,990 +2,581	+16%	+$123K	﹤0.01%	705
2018 Q4	$669K	Buy	+16,409	New	+$765K	﹤0.01%	709
2018 Q3	–	Sell	-68,258	Closed	-$3.6M	–	1245
2018 Q2	$3.6M	Buy	68,258 +37,762	+124%	+$2.08M	0.02%	356
2018 Q1	$1.61M	Buy	+30,496	New	+$1.64M	0.01%	508
2017 Q3	–	Sell	-11,931	Closed	-$524K	–	1111
2017 Q2	$524K	Buy	+11,931	New	+$491K	﹤0.01%	824
2017 Q1	–	Sell	-8,413	Closed	-$362K	–	1161
2016 Q4	$362K	Buy	+8,413	New	+$310K	﹤0.01%	877