GoalVest Advisory’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	–	Sell	-4	Closed	-$199	–	543
2025 Q1	$199	Buy	+4	New	+$199	﹤0.01%	451
2022 Q2	–	Sell	-26	Closed	-$2K	–	564
2022 Q1	$2K	Buy	+26	New	+$2K	﹤0.01%	299