Financial Gravity 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
2024 Q2	–	Sell	-20	Closed	-$889	–	2575
2024 Q1	$889	Buy	+20	New	+$825	﹤0.01%	1259
2023 Q3	–	Sell	-27	Closed	-$8.77K	–	1798
2023 Q2	$8.77K	Sell	27 -3	-10%	-$83	0.02%	375
2023 Q1	$180	Sell	30 -19	-39%	-$870	0.01%	639
2022 Q4	$10.4K	Sell	49 -308	-86%	-$15.4K	0.05%	238
2022 Q3	$291	Hold	357	–	–	0.01%	480
2022 Q2	$291	Buy	+357	New	+$20.3K	0.01%	471
2021 Q3	–	Sell	-1	Closed	-$53K	–	1029
2021 Q2	$53K	Buy	+1	New	+$56	0.02%	549
2019 Q4	–	Sell	-2	Closed	–	–	1746
2019 Q3	$0	Sell	2 -17	-89%	-$735	﹤0.01%	1633
2019 Q2	$1K	Sell	19 -36	-65%	-$1.67K	﹤0.01%	1154
2019 Q1	$3K	Buy	+55	New	+$2.62K	﹤0.01%	884
2018 Q3	$15K	Buy	322 +6	+2%	+$317	0.02%	516
2018 Q2	$17K	Buy	316 +276	+690%	+$15.2K	0.02%	496
2018 Q1	$2K	Buy	+40	New	+$2.15K	﹤0.01%	1016