Easterly Investment 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
2026 Q1	$4.35M	Sell	76,474 -3,855	-5%	-$227K	0.33%	67
2025 Q4	$4.7M	Buy	80,329 +23,191	+41%	+$1.26M	0.29%	81
2025 Q3	$3.23M	Sell	57,138 -4,300	-7%	-$239K	0.22%	104
2025 Q2	$3.19M	Sell	61,438 -6,741	-10%	-$316K	0.23%	96
2025 Q1	$3.4M	Sell	68,179 -1,000	-1%	-$53.9K	0.28%	89
2024 Q4	$3.75M	Hold	69,179	–	–	0.29%	94
2024 Q3	$3.27M	Buy	69,179 +31,265	+82%	+$1.48M	0.26%	94
2024 Q2	$1.64M	Sell	37,914 -6,000	-14%	-$253K	0.14%	122
2024 Q1	$1.91M	Sell	43,914 -26	-0.1%	-$1.07K	0.15%	124
2023 Q4	$1.93M	Sell	43,940 -4,500	-9%	-$163K	0.21%	110
2023 Q3	$1.69M	Buy	48,440 +2,000	+4%	+$69.7K	0.19%	108
2023 Q2	$1.25M	Buy	46,440 +23,099	+99%	+$641K	0.11%	137
2023 Q1	$699K	Buy	+23,341	New	+$1.07M	0.06%	152