Farther Finance 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	$1.08M	Buy	18,491 +386	+2%	+$22.7K	0.01%	913
2025 Q4	$1.06M	Sell	18,105 -32	-0.2%	-$1.74K	0.01%	860
2025 Q3	$1.03M	Sell	18,137 -150	-0.8%	-$8.35K	0.02%	713
2025 Q2	$950K	Buy	18,287 +134	+0.7%	+$6.29K	0.02%	615
2025 Q1	$898K	Buy	18,153 +1,980	+12%	+$107K	0.02%	554
2024 Q4	$877K	Sell	16,173 -227	-1%	-$12.4K	0.03%	403
2024 Q3	$774K	Sell	16,400 -872	-5%	-$41.3K	0.03%	430
2024 Q2	$748K	Buy	17,272 +1,008	+6%	+$42.5K	0.04%	366
2024 Q1	$699K	Buy	16,264 +931	+6%	+$38.4K	0.04%	318
2023 Q4	$673K	Buy	15,333 +1,005	+7%	+$36.3K	0.05%	298
2023 Q3	$500K	Buy	14,328 +162	+1%	+$5.65K	0.08%	206
2023 Q2	$380K	Buy	14,166 +9,287	+190%	+$258K	0.08%	200
2023 Q1	$146K	Buy	4,879 +4,677	+2,315%	+$214K	0.04%	313
2022 Q4	$9.93K	Buy	+202	New	+$10.1K	﹤0.01%	941