Glassman Wealth Services’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 Q1	–	Sell	-875	Closed	-$38.4K	–	1888
2023 Q4	$38.4K	Buy	875 +201	+30%	+$7.26K	0.01%	518
2023 Q3	$23.5K	Sell	674 -6	-0.9%	-$209	﹤0.01%	622
2023 Q2	$18.3K	Buy	680 +334	+97%	+$9.27K	﹤0.01%	645
2023 Q1	$10.4K	Buy	346 +98	+40%	+$4.49K	﹤0.01%	807
2022 Q4	$12.2K	Buy	248 +71	+40%	+$3.55K	﹤0.01%	777
2022 Q3	$9K	Sell	177 -79	-31%	-$4.32K	﹤0.01%	847
2022 Q2	$13K	Buy	256 +64	+33%	+$3.64K	﹤0.01%	743
2022 Q1	$13K	Buy	192 +19	+11%	+$1.3K	﹤0.01%	769
2021 Q4	$11K	Buy	173 +21	+14%	+$1.34K	﹤0.01%	775
2021 Q3	$9K	Buy	152 +2	+1%	+$110	﹤0.01%	806
2021 Q2	$8K	Buy	150 +8	+6%	+$448	﹤0.01%	817
2021 Q1	$8K	Sell	142 -6	-4%	-$309	﹤0.01%	781
2020 Q4	$6K	Hold	148	–	–	﹤0.01%	844
2020 Q3	$4K	Buy	148 +13	+10%	+$419	﹤0.01%	860
2020 Q2	$5K	Buy	135 +99	+275%	+$3.13K	﹤0.01%	645
2020 Q1	$1K	Buy	36 +12	+50%	+$494	﹤0.01%	1029
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	1081
2019 Q3	$1K	Buy	24 +6	+33%	+$259	﹤0.01%	956
2019 Q2	$1K	Buy	18 +4	+29%	+$185	﹤0.01%	960
2019 Q1	$1K	Sell	14 -50	-78%	-$2.38K	﹤0.01%	928
2018 Q4	$3K	Buy	64 +45	+237%	+$2.1K	﹤0.01%	512
2018 Q3	$1K	Sell	19 -13	-41%	-$686	﹤0.01%	760
2018 Q2	$2K	Buy	32 +13	+68%	+$717	﹤0.01%	595
2018 Q1	$1K	Hold	19	–	–	﹤0.01%	688
2017 Q4	$1K	Buy	19 +5	+36%	+$239	﹤0.01%	630
2017 Q3	$1K	Hold	14	–	–	﹤0.01%	517
2017 Q2	$1K	Hold	14	–	–	﹤0.01%	508
2017 Q1	$1K	Hold	14	–	–	﹤0.01%	538
2016 Q4	$1K	Hold	14	–	–	﹤0.01%	588
2016 Q3	$0	Buy	+14	New	+$398	﹤0.01%	601