Clearstead Advisors’s Zions Bancorporation ZION Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$446K	Sell	8,588 -402	-4%	-$20.9K	0.01%	636
2025 Q1	$448K	Buy	8,990 +870	+11%	+$43.4K	0.01%	606
2024 Q4	$441K	Sell	8,120 -15	-0.2%	-$814	0.01%	613
2024 Q3	$384K	Buy	8,135 +24	+0.3%	+$1.13K	0.01%	637
2024 Q2	$352K	Hold	8,111	–	–	0.01%	625
2024 Q1	$356K	Sell	8,111 -25	-0.3%	-$1.1K	0.02%	368
2023 Q4	$357K	Sell	8,136 -6,994	-46%	-$307K	0.02%	369
2023 Q3	$528K	Buy	15,130 +7,565	+100%	+$264K	0.02%	398
2023 Q2	$203K	Sell	7,565 -355	-4%	-$9.54K	0.01%	429
2023 Q1	$237K	Buy	7,920 +15	+0.2%	+$449	0.02%	371
2022 Q4	$389K	Hold	7,905	–	–	0.03%	285
2022 Q3	$402K	Buy	7,905 +1,924	+32%	+$97.8K	0.04%	262
2022 Q2	$304K	Hold	5,981	–	–	0.02%	315
2022 Q1	$392K	Hold	5,981	–	–	0.03%	298
2021 Q4	$378K	Sell	5,981 -115,662	-95%	-$7.31M	0.03%	290
2021 Q3	$7.53M	Buy	121,643 +5,607	+5%	+$347K	0.56%	35
2021 Q2	$6.13M	Buy	116,036 +34	+0%	+$1.8K	0.47%	45
2021 Q1	$6.38M	Hold	116,002	–	–	0.53%	39
2020 Q4	$5.04M	Hold	116,002	–	–	0.46%	47
2020 Q3	$3.39M	Hold	116,002	–	–	0.36%	61
2020 Q2	$3.94M	Hold	116,002	–	–	0.46%	49
2020 Q1	$3.1M	Hold	116,002	–	–	0.45%	48
2019 Q4	$6.02M	Hold	116,002	–	–	0.73%	30
2019 Q3	$5.16M	Hold	116,002	–	–	0.69%	32
2019 Q2	$5.33M	Hold	116,002	–	–	0.71%	33
2019 Q1	$5.27M	Hold	116,002	–	–	0.73%	34
2018 Q4	$4.73M	Hold	116,002	–	–	0.74%	32
2018 Q3	$5.82M	Hold	116,002	–	–	0.8%	23
2018 Q2	$6.11M	Hold	116,002	–	–	0.87%	20
2018 Q1	$6.12M	Hold	116,002	–	–	0.89%	20
2017 Q4	$5.9M	Buy	116,002 +340	+0.3%	+$17.3K	0.8%	24
2017 Q3	$5.46M	Hold	115,662	–	–	0.71%	28
2017 Q2	$5.08M	Hold	115,662	–	–	0.74%	28
2017 Q1	$4.86M	Buy	+115,662	New	+$4.86M	0.71%	28