Forum Financial 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
2026 Q1	–	Sell	-6,446	Closed	-$377K	–	1009
2025 Q4	$377K	Buy	6,446 +3	+0%	+$163	﹤0.01%	625
2025 Q3	$365K	Buy	6,443 +716	+13%	+$39.8K	0.01%	628
2025 Q2	$297K	Buy	5,727 +589	+11%	+$27.6K	﹤0.01%	674
2025 Q1	$256K	Buy	5,138 +13	+0.3%	+$700	﹤0.01%	681
2024 Q4	$278K	Buy	5,125 +4	+0.1%	+$219	﹤0.01%	661
2024 Q3	$242K	Buy	5,121 +4	+0.1%	+$189	﹤0.01%	628
2024 Q2	$222K	Buy	5,117 +11	+0.2%	+$464	﹤0.01%	623
2024 Q1	$222K	Buy	5,106 +108	+2%	+$4.45K	﹤0.01%	654
2023 Q4	$219K	Buy	+4,998	New	+$181K	﹤0.01%	598
2023 Q1	–	Sell	-4,880	Closed	-$240K	–	645
2022 Q4	$240K	Buy	4,880 +1	+0%	+$50	0.01%	476
2022 Q3	$248K	Hold	4,879	–	–	0.01%	417
2022 Q2	$248K	Buy	4,879 +85	+2%	+$4.83K	0.01%	430
2022 Q1	$314K	Hold	4,794	–	–	0.02%	372
2021 Q4	$303K	Buy	+4,794	New	+$306K	0.02%	419