LWL
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Leo Wealth LLC’s Zions Bancorporation ZION Stock Holding History

Leo Wealth LLC’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$664K Sell
12,780
-2,137
-14% -$111K 0.05% 204
2025
Q1 		$744K Buy
14,917
+253
+2% +$12.6K 0.11% 148
2024
Q4 		$796K Buy
14,664
+107
+0.7% +$5.81K 0.07% 178
2024
Q3 		$687K Buy
+14,557
New +$687K 0.06% 187