Creative Financial Designs’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	$12K	Hold	208	–	–	﹤0.01%	1359
2025 Q4	$12.2K	Hold	208	–	–	﹤0.01%	1313
2025 Q3	$11.8K	Hold	208	–	–	﹤0.01%	1321
2025 Q2	$10.8K	Hold	208	–	–	﹤0.01%	1320
2025 Q1	$10.4K	Buy	208 +18	+9%	+$969	﹤0.01%	1293
2024 Q4	$10.3K	Sell	190 -43	-18%	-$2.36K	﹤0.01%	1246
2024 Q3	$11K	Buy	233 +7	+3%	+$331	﹤0.01%	1172
2024 Q2	$9.8K	Buy	226 +75	+50%	+$3.17K	﹤0.01%	1165
2024 Q1	$6.55K	Sell	151 -215	-59%	-$8.87K	﹤0.01%	1252
2023 Q4	$16.1K	Buy	366 +215	+142%	+$7.77K	﹤0.01%	972
2023 Q3	$5.27K	Hold	151	–	–	﹤0.01%	1176
2023 Q2	$4.06K	Buy	151 +61	+68%	+$1.69K	﹤0.01%	1217
2023 Q1	$2.69K	Buy	+90	New	+$4.12K	﹤0.01%	1224
2019 Q1	–	Sell	-75	Closed	-$3K	–	668
2018 Q4	$3K	Hold	75	–	–	﹤0.01%	496
2018 Q3	$4K	Buy	+75	New	+$3.96K	﹤0.01%	579
2017 Q1	–	Sell	-1	Closed	–	–	874
2016 Q4	$0	Buy	+1	New	+$37	﹤0.01%	764