Meritage Portfolio Management’s Zions Bancorporation ZION Stock Holding History

Meritage Portfolio Management’s Portfolio ZION Stock Details ZION Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$544K	Sell
2025 Q2	$769K	Buy
2025 Q1	$411K	Buy
2020 Q1	–	Sell
2019 Q4	$3.06M	Sell
2019 Q3	$2.66M	Buy
2019 Q2	$565K	Buy