Martingale Asset Management’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	$6.56M	Buy	113,904 +2,970	+3%	+$175K	0.16%	145
2025 Q4	$6.49M	Buy	110,934 +3,209	+3%	+$175K	0.17%	135
2025 Q3	$6.1M	Buy	107,725 +409	+0.4%	+$22.8K	0.15%	145
2025 Q2	$5.57M	Buy	107,316 +7,411	+7%	+$348K	0.14%	145
2025 Q1	$4.98M	Buy	99,905 +21,748	+28%	+$1.17M	0.13%	154
2024 Q4	$4.24M	Buy	78,157 +47,015	+151%	+$2.58M	0.1%	163
2024 Q3	$1.47M	Buy	+31,142	New	+$1.47M	0.03%	383
2023 Q2	–	Sell	-512,647	Closed	-$15.3M	–	887
2023 Q1	$15.3M	Sell	512,647 -7,980	-2%	-$365K	0.3%	123
2022 Q4	$25.6M	Buy	520,627 +13,264	+3%	+$664K	0.5%	78
2022 Q3	$25.8M	Buy	507,363 +427,820	+538%	+$23.4M	0.51%	73
2022 Q2	$4.05M	Buy	79,543 +52,083	+190%	+$2.96M	0.07%	189
2022 Q1	$1.8M	Buy	+27,460	New	+$1.88M	0.03%	321
2021 Q4	–	Sell	-3,617	Closed	-$224K	–	903
2021 Q3	$224K	Sell	3,617 -250	-6%	-$13.7K	﹤0.01%	802
2021 Q2	$205K	Buy	+3,867	New	+$217K	﹤0.01%	804