Concord Wealth Partners’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-150	Closed	-$6.51K	–	919
2024 Q1	$6.51K	Buy	+150	New	+$6.19K	﹤0.01%	620
2023 Q4	–	Sell	-150	Closed	-$5.23K	–	1044
2023 Q3	$5.23K	Hold	150	–	–	﹤0.01%	708
2023 Q2	$4.03K	Hold	150	–	–	﹤0.01%	746
2023 Q1	$4.49K	Buy	150 +116	+341%	+$5.31K	﹤0.01%	687
2022 Q4	$1.67K	Buy	+34	New	+$1.7K	﹤0.01%	980
2022 Q3	–	Sell	-243	Closed	-$12K	–	1206
2022 Q2	$12K	Sell	243 -64	-21%	-$3.64K	﹤0.01%	661
2022 Q1	$20K	Sell	307 -3	-1%	-$205	0.01%	636
2021 Q4	$20K	Buy	310 +221	+248%	+$14.1K	﹤0.01%	650
2021 Q3	$6K	Hold	89	–	–	﹤0.01%	566
2021 Q2	$5K	Buy	89 +34	+62%	+$1.9K	﹤0.01%	748
2021 Q1	$3K	Buy	+55	New	+$2.83K	﹤0.01%	785