Prestige Wealth Management Group’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	$5.01K	Buy	87 +3	+4%	+$177	﹤0.01%	558
2025 Q4	$4.92K	Hold	84	–	–	﹤0.01%	583
2025 Q3	$4.75K	Hold	84	–	–	﹤0.01%	577
2025 Q2	$4.36K	Hold	84	–	–	﹤0.01%	586
2025 Q1	$4.19K	Hold	84	–	–	﹤0.01%	602
2024 Q4	$4.56K	Hold	84	–	–	﹤0.01%	631
2024 Q3	$3.97K	Hold	84	–	–	﹤0.01%	648
2024 Q2	$3.64K	Hold	84	–	–	﹤0.01%	611
2024 Q1	$3.65K	Hold	84	–	–	﹤0.01%	643
2023 Q4	$3.69K	Hold	84	–	–	﹤0.01%	644
2023 Q3	$2.93K	Hold	84	–	–	﹤0.01%	673
2023 Q2	$2.26K	Buy	84 +53	+171%	+$1.47K	﹤0.01%	739
2023 Q1	$928	Sell	31 -28	-47%	-$1.28K	﹤0.01%	902
2022 Q4	$2.9K	Buy	59 +20	+51%	+$1K	﹤0.01%	747
2022 Q3	$2K	Hold	39	–	–	﹤0.01%	792
2022 Q2	$2K	Hold	39	–	–	﹤0.01%	808
2022 Q1	$3K	Hold	39	–	–	﹤0.01%	741
2021 Q4	$2K	Hold	39	–	–	﹤0.01%	848
2021 Q3	$2K	Hold	39	–	–	﹤0.01%	838
2021 Q2	$2K	Hold	39	–	–	﹤0.01%	837
2021 Q1	$2K	Hold	39	–	–	﹤0.01%	833
2020 Q4	$2K	Buy	39 +8	+26%	+$296	﹤0.01%	804
2020 Q3	$1K	Hold	31	–	–	﹤0.01%	859
2020 Q2	$1K	Hold	31	–	–	﹤0.01%	865
2020 Q1	$1K	Buy	+31	New	+$1.28K	﹤0.01%	870
2019 Q1	–	Sell	-36	Closed	-$1K	–	1167
2018 Q4	$1K	Buy	+36	New	+$1.68K	﹤0.01%	1155