NewEdge Advisors’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	$468K	Buy	8,126 +358	+5%	+$21.1K	﹤0.01%	2046
2025 Q4	$455K	Sell	7,768 -5,361	-41%	-$292K	﹤0.01%	2042
2025 Q3	$743K	Sell	13,129 -1,759	-12%	-$97.9K	﹤0.01%	1588
2025 Q2	$773K	Sell	14,888 -1,886	-11%	-$88.5K	﹤0.01%	1431
2025 Q1	$836K	Sell	16,774 -338	-2%	-$18.2K	0.01%	1285
2024 Q4	$928K	Buy	17,112 +101	+0.6%	+$5.53K	0.01%	1203
2024 Q3	$803K	Buy	17,011 +199	+1%	+$9.42K	0.01%	1204
2024 Q2	$729K	Buy	16,812 +50	+0.3%	+$2.11K	0.01%	1210
2024 Q1	$727K	Buy	16,762 +1,472	+10%	+$60.7K	0.01%	1153
2023 Q4	$664K	Buy	15,290 +7,429	+95%	+$268K	0.01%	1144
2023 Q3	$274K	Buy	7,861 +1,596	+25%	+$55.6K	﹤0.01%	1474
2023 Q2	$168K	Sell	6,265 -10,698	-63%	-$297K	﹤0.01%	1695
2023 Q1	$508K	Sell	16,963 -2,671	-14%	-$122K	0.01%	1109
2022 Q4	$279K	Buy	19,634 +13,949	+245%	+$698K	0.01%	1039
2022 Q3	$289K	Sell	5,685 -14,821	-72%	-$811K	﹤0.01%	1224
2022 Q2	$1.04M	Buy	+20,506	New	+$1.17M	0.02%	652
2022 Q1	–	Sell	-4,912	Closed	-$310K	–	1682
2021 Q4	$310K	Sell	4,912 -2,381	-33%	-$152K	﹤0.01%	1314
2021 Q3	$451K	Sell	7,293 -33,383	-82%	-$1.83M	0.01%	774
2021 Q2	$2.15M	Sell	40,676 -244	-0.6%	-$13.7K	0.06%	291
2021 Q1	$2.25M	Buy	40,920 +22,062	+117%	+$1.14M	0.07%	259
2020 Q4	$819K	Buy	+18,858	New	+$697K	0.03%	467
2017 Q3	–	Sell	-157	Closed	-$7.01K	–	1154
2017 Q2	$7.01K	Buy	+157	New	+$6.46K	﹤0.01%	1074