PWA
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Principia Wealth Advisory’s Zions Bancorporation ZION Stock Holding History

Principia Wealth Advisory’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$312 Sell
6
-11
-65% -$572 ﹤0.01% 842
2025
Q1 		$777 Sell
17
-1
-6% -$46 ﹤0.01% 456
2024
Q4 		$977 Buy
+18
New +$977 ﹤0.01% 371