Rothschild Investment LLC’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	$106K	Buy	1,845 +132	+8%	+$7.78K	0.01%	859
2025 Q4	$100K	Sell	1,713 -1,071	-38%	-$58.3K	0.01%	806
2025 Q3	$158K	Buy	2,784 +2,468	+781%	+$137K	0.01%	677
2025 Q2	$16.4K	Buy	316 +15	+5%	+$704	﹤0.01%	1068
2025 Q1	$15K	Sell	301 -220	-42%	-$11.8K	﹤0.01%	1076
2024 Q4	$28.3K	Hold	521	–	–	﹤0.01%	921
2024 Q3	$24.6K	Sell	521 -375	-42%	-$17.8K	﹤0.01%	947
2024 Q2	$38.9K	Buy	896 +745	+493%	+$31.4K	﹤0.01%	812
2024 Q1	$6.55K	Buy	151 +35	+30%	+$1.44K	﹤0.01%	1106
2023 Q4	$5.09K	Buy	+116	New	+$4.19K	﹤0.01%	1076
2018 Q3	–	Sell	-5,261	Closed	-$277K	–	385
2018 Q2	$277K	Buy	+5,261	New	+$290K	0.03%	314