Heritage Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-73	Closed	-$3.96K	–	653
2024 Q4	$3.96K	Buy	73 +13	+22%	+$705	﹤0.01%	516
2024 Q3	$2.83K	Buy	+60	New	+$2.83K	﹤0.01%	531
2020 Q1	–	Sell	-24	Closed	-$1.25K	–	591
2019 Q4	$1.25K	Buy	+24	New	+$1.25K	﹤0.01%	646