James Investment Research’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	-1,138	Closed	-$70K	–	532
2021 Q3	$70K	Sell	1,138 -5,663	-83%	-$311K	0.01%	353
2021 Q2	$360K	Sell	6,801 -87	-1%	-$4.87K	0.03%	238
2021 Q1	$379K	Buy	6,888 +3,946	+134%	+$203K	0.03%	225
2020 Q4	$128K	Buy	+2,942	New	+$109K	0.01%	303
2019 Q4	–	Sell	-31	Closed	-$1K	–	567
2019 Q3	$1K	Hold	31	–	–	﹤0.01%	568
2019 Q2	$1K	Hold	31	–	–	﹤0.01%	662
2019 Q1	$1K	Sell	31 -26,000	-100%	-$1.24M	﹤0.01%	818
2018 Q4	$1.06M	Buy	+26,031	New	+$1.21M	0.07%	310
2018 Q3	–	Sell	-35,260	Closed	-$1.86M	–	866
2018 Q2	$1.86M	Sell	35,260 -1,010	-3%	-$55.7K	0.07%	406
2018 Q1	$1.91M	Buy	+36,270	New	+$1.95M	0.07%	338
2017 Q4	–	Sell	-36,500	Closed	-$1.72M	–	862
2017 Q3	$1.72M	Buy	+36,500	New	+$1.62M	0.06%	351