Principal Street Partners’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	$6.8M	Sell	117,928 -1,379	-1%	-$81.3K	1.11%	38
2025 Q4	$6.98M	Buy	119,307 +3,705	+3%	+$202K	1.18%	25
2025 Q3	$6.54M	Sell	115,602 -14,257	-11%	-$793K	1.04%	35
2025 Q2	$6.74M	Buy	129,859 +7,827	+6%	+$367K	0.66%	39
2025 Q1	$6.08M	Buy	122,032 +1,667	+1%	+$89.8K	1.13%	34
2024 Q4	$6.53M	Buy	120,365 +150	+0.1%	+$8.22K	1.28%	24
2024 Q3	$5.68M	Sell	120,215 -193,317	-62%	-$9.15M	0.93%	39
2024 Q2	$13.6M	Buy	313,532 +156,678	+100%	+$6.61M	2.44%	5
2024 Q1	$6.84M	Buy	156,854 +32,683	+26%	+$1.35M	1.29%	32
2023 Q4	$5.45M	Sell	124,171 -22,901	-16%	-$827K	1.31%	20
2023 Q3	$5.13M	Buy	147,072 +5,674	+4%	+$198K	1.02%	22
2023 Q2	$3.8M	Buy	+141,398	New	+$3.92M	0.9%	49