Larson Financial Group’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	$470K	Buy	8,156 +643	+9%	+$37.9K	0.02%	495
2025 Q4	$440K	Buy	7,513 +313	+4%	+$17K	0.01%	497
2025 Q3	$407K	Buy	7,200 +70	+1%	+$3.9K	0.01%	519
2025 Q2	$370K	Buy	7,130 +7,122	+89,025%	+$334K	0.01%	516
2025 Q1	$399	Sell	8 -230	-97%	-$12.4K	﹤0.01%	2633
2024 Q4	$12.9K	Hold	238	–	–	﹤0.01%	1392
2024 Q3	$11.2K	Sell	238 -1,466	-86%	-$69.4K	﹤0.01%	1437
2024 Q2	$73.9K	Buy	1,704 +1,699	+33,980%	+$71.7K	0.01%	720
2024 Q1	$207	Sell	5 -455	-99%	-$18.8K	﹤0.01%	1633
2023 Q4	$20.2K	Buy	+460	New	+$16.6K	﹤0.01%	854
2019 Q4	–	Sell	-18	Closed	-$1K	–	674
2019 Q3	$1K	Buy	+18	New	+$778	﹤0.01%	526