Laffer Tengler Investments’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,740	Closed	-$154K	–	402
2023 Q2	$154K	Buy	5,740 +19	+0.3%	+$527	0.04%	221
2023 Q1	$171K	Sell	5,721 -359	-6%	-$16.4K	0.05%	208
2022 Q4	$299K	Buy	+6,080	New	+$304K	0.09%	171
2019 Q2	–	Sell	-43,988	Closed	-$2M	–	183
2019 Q1	$2M	Hold	43,988	–	–	0.54%	93
2018 Q4	$1.79M	Hold	43,988	–	–	0.53%	95
2018 Q3	$2.21M	Hold	43,988	–	–	0.55%	95
2018 Q2	$2.32M	Hold	43,988	–	–	0.59%	86
2018 Q1	$2.32M	Buy	43,988 +7,843	+22%	+$422K	0.58%	82
2017 Q4	$1.84M	Hold	36,145	–	–	0.46%	112
2017 Q3	$1.71M	Sell	36,145 -2,620	-7%	-$117K	0.45%	117
2017 Q2	$1.7M	Hold	38,765	–	–	0.43%	130
2017 Q1	$1.63M	Hold	38,765	–	–	0.43%	130
2016 Q4	$1.67M	Buy	+38,765	New	+$1.43M	0.45%	116
2016 Q2	–	Sell	-51,144	Closed	-$1.24M	–	276
2016 Q1	$1.24M	Buy	+51,144	New	+$1.18M	0.34%	141
2015 Q4	–	Hold	0	–	–	–	131
2015 Q3	–	Sell	-51,144	Closed	-$1.52M	–	132
2015 Q2	$1.62M	Buy	+51,144	New	+$1.51M	0.39%	123