Kestra Advisory Services’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	$334K	Sell	5,804 -4,511	-44%	-$266K	﹤0.01%	2524
2025 Q4	$604K	Sell	10,315 -39	-0.4%	-$2.12K	﹤0.01%	2009
2025 Q3	$586K	Sell	10,354 -350	-3%	-$19.5K	﹤0.01%	1948
2025 Q2	$556K	Buy	10,704 +1,070	+11%	+$50.2K	﹤0.01%	1885
2025 Q1	$480K	Buy	9,634 +303	+3%	+$16.3K	﹤0.01%	1837
2024 Q4	$506K	Sell	9,331 -259	-3%	-$14.2K	﹤0.01%	1867
2024 Q3	$453K	Sell	9,590 -2,570	-21%	-$122K	﹤0.01%	1825
2024 Q2	$527K	Buy	12,160 +1,260	+12%	+$53.2K	﹤0.01%	1737
2024 Q1	$473K	Buy	10,900 +776	+8%	+$32K	﹤0.01%	1701
2023 Q4	$444K	Sell	10,124 -202	-2%	-$7.3K	﹤0.01%	1597
2023 Q3	$360K	Buy	10,326 +2,467	+31%	+$86K	﹤0.01%	1553
2023 Q2	$211K	Buy	+7,859	New	+$218K	﹤0.01%	1875
2023 Q1	–	Sell	-5,983	Closed	-$294K	–	2328
2022 Q4	$294K	Buy	+5,983	New	+$299K	﹤0.01%	1759
2022 Q3	–	Sell	-5,166	Closed	-$263K	–	2256
2022 Q2	$263K	Buy	5,166 +1,981	+62%	+$113K	﹤0.01%	1711
2022 Q1	$209K	Buy	+3,185	New	+$218K	﹤0.01%	1824
2021 Q3	–	Sell	-4,176	Closed	-$221K	–	2189
2021 Q2	$221K	Sell	4,176 -1,954	-32%	-$109K	﹤0.01%	1801
2021 Q1	$337K	Buy	+6,130	New	+$316K	﹤0.01%	1389