Peterson Wealth Services’s Zions Bancorporation ZION Stock Holding History

Peterson Wealth Services’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	$104K	Sell
2025 Q2	$95K	Sell
2025 Q1	$103K	Buy
2024 Q4	$111K	Buy
2024 Q3	$96.5K	Buy
2024 Q1	–	Sell
2023 Q4	$314K	Sell
2023 Q3	$2.98M	Buy
2023 Q2	$2.2M	Buy