Lake Street Advisors Group’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$236K	Sell	4,346 -14	-0.3%	-$760	0.01%	517
2024 Q3	$206K	Buy	+4,360	New	+$206K	0.01%	556
2024 Q2	–	Sell	-5,573	Closed	-$242K	–	669
2024 Q1	$242K	Sell	5,573 -37	-0.7%	-$1.61K	0.01%	510
2023 Q4	$246K	Buy	+5,610	New	+$246K	0.01%	496