Kovitz Investment Group Partners’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	$245K	Sell	4,722 -670	-12%	-$34.8K	﹤0.01%	1204
2025 Q1	$269K	Buy	5,392 +539	+11%	+$26.9K	﹤0.01%	1085
2024 Q4	$264K	Buy	+4,853	New	+$264K	﹤0.01%	1074