KG&L Capital 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
2026 Q1	–	Sell	-5,488	Closed	-$321K	–	213
2025 Q4	$321K	Sell	5,488 -135	-2%	-$7.35K	0.08%	174
2025 Q3	$318K	Sell	5,623 -102	-2%	-$5.68K	0.09%	170
2025 Q2	$297K	Sell	5,725 -65	-1%	-$3.05K	0.09%	158
2025 Q1	$289K	Sell	5,790 -50	-0.9%	-$2.69K	0.09%	162
2024 Q4	$317K	Sell	5,840 -100	-2%	-$5.48K	0.1%	153
2024 Q3	$280K	Sell	5,940 -17,760	-75%	-$841K	0.09%	165
2024 Q2	$1.03M	Sell	23,700 -6,490	-21%	-$274K	0.36%	65
2024 Q1	$1.31M	Buy	30,190 +130	+0.4%	+$5.36K	0.52%	44
2023 Q4	$1.32M	Buy	30,060 +1,160	+4%	+$41.9K	0.55%	41
2023 Q3	$1.01M	Sell	28,900 -11,625	-29%	-$405K	0.49%	46
2023 Q2	$1.09M	Buy	+40,525	New	+$1.12M	0.52%	43