NFP Retirement Inc’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$472K	Buy	9,092 +3,838	+73%	+$199K	0.03%	208
2025 Q1	$262K	Buy	5,254 +9	+0.2%	+$449	0.02%	242
2024 Q4	$285K	Buy	+5,245	New	+$285K	0.02%	246
2024 Q2	–	Sell	-4,714	Closed	-$205K	–	293
2024 Q1	$205K	Buy	+4,714	New	+$205K	0.02%	266