Jones Financial Companies’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.34M	Buy	42,233 +12,302	+41%	+$725K	﹤0.01%	1356
2025 Q4	$1.75M	Buy	29,931 +7,770	+35%	+$423K	﹤0.01%	1014
2025 Q3	$1.28M	Buy	22,161 +9,364	+73%	+$521K	﹤0.01%	1035
2025 Q2	$659K	Buy	12,797 +4,969	+63%	+$233K	﹤0.01%	1176
2025 Q1	$387K	Buy	7,828 +1,162	+17%	+$62.6K	﹤0.01%	1228
2024 Q4	$362K	Buy	6,666 +1,226	+23%	+$67.2K	﹤0.01%	1122
2024 Q3	$253K	Buy	+5,440	New	+$258K	﹤0.01%	1063
2024 Q2	–	Sell	-408	Closed	-$17.7K	–	2456
2024 Q1	$17.7K	Sell	408 -257	-39%	-$10.6K	﹤0.01%	934
2023 Q4	$29.2K	Buy	+665	New	+$24K	﹤0.01%	542
2023 Q1	–	Sell	-36	Closed	-$2K	–	796
2022 Q4	$2K	Sell	36 -18	-33%	-$901	﹤0.01%	626
2022 Q3	$3K	Sell	54 -18	-25%	-$984	﹤0.01%	502
2022 Q2	$4K	Hold	72	–	–	﹤0.01%	564
2022 Q1	$5K	Sell	72 -78	-52%	-$5.34K	﹤0.01%	588
2021 Q4	$9K	Buy	150 +72	+92%	+$4.6K	﹤0.01%	571
2021 Q3	$5K	Sell	78 -73	-48%	-$4.01K	﹤0.01%	578
2021 Q2	$8K	Sell	151 -42	-22%	-$2.35K	﹤0.01%	510
2021 Q1	$11K	Buy	193 +136	+239%	+$7K	﹤0.01%	527
2020 Q4	$2K	Buy	+57	New	+$2.11K	﹤0.01%	634