KG&L Capital Management’s Zions Bancorporation ZION Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
5,725
-65
-1% -$3.38K 0.09% 158
2025
Q1
$289K Sell
5,790
-50
-0.9% -$2.49K 0.09% 162
2024
Q4
$317K Sell
5,840
-100
-2% -$5.43K 0.1% 153
2024
Q3
$280K Sell
5,940
-17,760
-75% -$839K 0.09% 165
2024
Q2
$1.03M Sell
23,700
-6,490
-21% -$281K 0.36% 65
2024
Q1
$1.31M Buy
30,190
+130
+0.4% +$5.64K 0.52% 44
2023
Q4
$1.32M Buy
30,060
+1,160
+4% +$50.9K 0.55% 41
2023
Q3
$1.01M Sell
28,900
-11,625
-29% -$406K 0.49% 46
2023
Q2
$1.09M Buy
+40,525
New +$1.09M 0.52% 43