CVA Family Office’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	$1.41M	Buy	24,455 +140	+0.6%	+$8.25K	0.15%	90
2025 Q4	$1.42M	Buy	24,315 +14	+0.1%	+$762	0.16%	83
2025 Q3	$1.37M	Buy	24,301 +13	+0.1%	+$723	0.18%	87
2025 Q2	$1.26M	Sell	24,288 -828	-3%	-$38.8K	0.18%	88
2025 Q1	$1.25M	Sell	25,116 -296	-1%	-$15.9K	0.19%	85
2024 Q4	$1.38M	Buy	25,412 +189	+0.7%	+$10.4K	0.22%	74
2024 Q3	$1.19M	Buy	25,223 +217	+0.9%	+$10.3K	0.19%	82
2024 Q2	$1.08M	Buy	25,006 +223	+0.9%	+$9.41K	0.2%	81
2024 Q1	$1.08M	Buy	24,783 +245	+1%	+$10.1K	0.19%	85
2023 Q4	$1.08M	Buy	24,538 +170	+0.7%	+$6.14K	0.21%	79
2023 Q3	$850K	Buy	24,368 +367	+2%	+$12.8K	0.19%	85
2023 Q2	$645K	Buy	24,001 +10,866	+83%	+$301K	0.14%	107
2023 Q1	$379K	Buy	+13,135	New	+$601K	0.08%	141
2022 Q4	–	Sell	-150	Closed	-$8K	–	1019
2022 Q3	$8K	Sell	150 -70	-32%	-$3.83K	﹤0.01%	667
2022 Q2	$11K	Buy	220 +25	+13%	+$1.42K	﹤0.01%	632
2022 Q1	$13K	Buy	195 +45	+30%	+$3.08K	﹤0.01%	642
2021 Q4	$9K	Buy	+150	New	+$9.58K	﹤0.01%	674
2021 Q3	–	Sell	-50	Closed	-$3K	–	911
2021 Q2	$3K	Buy	50 +25	+100%	+$1.4K	﹤0.01%	855
2021 Q1	$1K	Buy	+25	New	+$1.29K	﹤0.01%	766