GeoWealth Management’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.6K	Buy	+205	New	+$10.6K	﹤0.01%	1113
2025 Q1	–	Sell	-982	Closed	-$53.3K	–	1816
2024 Q4	$53.3K	Sell	982 -4	-0.4%	-$217	﹤0.01%	1143
2024 Q3	$46.6K	Buy	+986	New	+$46.6K	﹤0.01%	1090