Mount Yale Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Mount Yale Investment Advisors’s Portfolio ZION Stock Details ZION Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$62.3K	Buy
2020 Q1	–	Sell
2019 Q4	$299K	Buy
2019 Q3	$330K	Sell
2019 Q2	$330K	Sell
2019 Q1	$403K	Sell
2018 Q4	$455K	Buy
2018 Q3	$328K	Sell
2018 Q2	$512K	Sell
2018 Q1	$522K	Buy