Institutional & Family Asset 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
2021 Q4	–	Sell	-330	Closed	-$20K	–	952
2021 Q3	$20K	Hold	330	–	–	﹤0.01%	456
2021 Q2	$17K	Hold	330	–	–	﹤0.01%	505
2021 Q1	$18K	Hold	330	–	–	﹤0.01%	498
2020 Q4	$14K	Hold	330	–	–	﹤0.01%	491
2020 Q3	$10K	Hold	330	–	–	﹤0.01%	495
2020 Q2	$11K	Hold	330	–	–	﹤0.01%	478
2020 Q1	$9K	Hold	330	–	–	﹤0.01%	472
2019 Q4	$17K	Hold	330	–	–	﹤0.01%	442
2019 Q3	$15K	Hold	330	–	–	﹤0.01%	434
2019 Q2	$15K	Hold	330	–	–	﹤0.01%	455
2019 Q1	$15K	Hold	330	–	–	﹤0.01%	455
2018 Q4	$13K	Hold	330	–	–	﹤0.01%	441
2018 Q3	$17K	Hold	330	–	–	﹤0.01%	458
2018 Q2	$17K	Hold	330	–	–	﹤0.01%	456
2018 Q1	$17K	Buy	+330	New	+$17.8K	﹤0.01%	439