Cresset Asset Management’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,593	Closed	-$279K	–	1818
2025 Q1	$279K	Buy	5,593 +1,484	+36%	+$79.9K	﹤0.01%	1356
2024 Q4	$223K	Sell	4,109 -29,441	-88%	-$1.61M	﹤0.01%	1513
2024 Q3	$1.58M	Buy	33,550 +5,279	+19%	+$250K	0.01%	926
2024 Q2	$1.23M	Buy	28,271 +3,048	+12%	+$129K	0.01%	960
2024 Q1	$1.09M	Buy	25,223 +4,610	+22%	+$190K	0.01%	935
2023 Q4	$904K	Buy	20,613 +1,860	+10%	+$67.2K	0.01%	934
2023 Q3	$654K	Buy	18,753 +3,237	+21%	+$113K	﹤0.01%	1040
2023 Q2	$417K	Buy	+15,516	New	+$430K	﹤0.01%	1369
2019 Q2	–	Sell	-160	Closed	-$7K	–	1752
2019 Q1	$7K	Buy	160 +30	+23%	+$1.43K	﹤0.01%	1273
2018 Q4	$5K	Buy	+130	New	+$6.06K	﹤0.01%	1048