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

Mount Yale Investment Advisors’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 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