EverSource Wealth Advisors’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	$121K	Buy	2,105 +377	+22%	+$22.2K	﹤0.01%	1321
2025 Q4	$101K	Hold	1,728	–	–	﹤0.01%	1305
2025 Q3	$97.8K	Sell	1,728 -88	-5%	-$4.9K	﹤0.01%	1293
2025 Q2	$94.3K	Buy	1,816 +625	+52%	+$29.3K	﹤0.01%	1237
2025 Q1	$59.4K	Buy	1,191 +650	+120%	+$35K	﹤0.01%	1156
2024 Q4	$29.4K	Buy	541 +183	+51%	+$10K	﹤0.01%	1435
2024 Q3	$16.9K	Hold	358	–	–	﹤0.01%	1578
2024 Q2	$18.5K	Buy	358 +2	+0.6%	+$84	﹤0.01%	1545
2024 Q1	$14.5K	Sell	356 -18	-5%	-$742	﹤0.01%	1516
2023 Q4	$16.4K	Sell	374 -7	-2%	-$253	﹤0.01%	1327
2023 Q3	$13.3K	Buy	381 +26	+7%	+$907	﹤0.01%	1297
2023 Q2	$9.54K	Buy	355 +11	+3%	+$305	﹤0.01%	1466
2023 Q1	$10.3K	Buy	344 +107	+45%	+$4.9K	﹤0.01%	1338
2022 Q4	$11.7K	Sell	237 -35	-13%	-$1.75K	﹤0.01%	1272
2022 Q3	$14K	Buy	272 +39	+17%	+$2.13K	﹤0.01%	1032
2022 Q2	$12K	Hold	233	–	–	﹤0.01%	998
2022 Q1	$15K	Buy	233 +122	+110%	+$8.35K	﹤0.01%	828
2021 Q4	$7K	Buy	+111	New	+$7.09K	﹤0.01%	1146