Sequoia Financial Advisors’s Zions Bancorporation ZION Stock Holding History

Sequoia Financial Advisors’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 Q2	$3.85M	Buy
2025 Q1	$3.48M	Buy
2024 Q4	$3.64M	Buy
2024 Q3	$1.3M	Buy
2024 Q2	$1.17M	Buy
2024 Q1	$1.16M	Sell
2023 Q4	$1.34M	Buy